Karli KohlsCRD Number: 7260731
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Karli Kohls (CRD# 7260731) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chicago, IL||Jun 2020 - Current||1|
|Lakefront Title||Waukesha, WI||Jan 2021 - Jun 2021||< 1|
|University Of Wisconsin- Madison||Madison, WI||Sep 2019 - Jan 2021||1|
|Merrill Lynch||Madison, WI||Jun 2020 - Aug 2020||< 1|
|Marquardt Village||Watertown, WI||Jun 2018 - Jan 2020||1|
|Browns Shoe Company||Watertown, WI||Jun 2017 - Jun 2018||1|
|Highway Harry's||Johnson Creek, WI||Mar 2017 - Aug 2017||< 1|
|Famous Footwear||Johnson Creek, WI||Jan 2016 - Mar 2017||1|
|Two Sisters Cafe||Watertown, WI||May 2015 - Aug 2016||1|
|Unemployed||Watertown, WI||Jul 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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