Michael KarstensCRD Number: 1243189
Current Firm: Karstens Investment Counsel, Inc.
Michael Karstens (CRD# 1243189) is an Investment Advisor Representative working at Karstens Investment Counsel, Inc. in Omaha, NE and has over 30 years of experience in the finance industry. Michael Karstens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Karstens Investment Counsel, Inc.||Omaha, NE||Dec 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1987|
|S65||NASAA Investment Advisors Law Examination||Apr 1993|
Total Assets Under Management212MILLIONS
Total Number of Accounts253ACCOUNTS
Average Account Value$837,567
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CO, IA, NE, TX