Michael Karstens, financial advisor Omaha NE
96 score

Michael Karstens

CRD 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 29 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.

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Professional Designations
Company Name Location Dates Years
Karstens Investment Counsel, Inc. Omaha, NE Dec 2005 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination Apr 1993
Contact Info for Michael D. Karstens
Phone Number: 402-492-2727
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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