William
Karstenson

Ausdal Financial Partners, Inc

CRD#1497106
Investment Advisor
in Palatine, IL

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About this Advisor

William Karstenson is a financial advisor based in Palatine, Illinois, working with Ausdal Financial Partners, Inc. William has previously held positions at Self and Ausdal Financial Partners, Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Florida, and Illinois. Currently, William is part of Ausdal Financial Partners, Inc, which operates out of Palatine, Illinois. The firm has 86 offices and 317 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Ausdal Financial Partners, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

50 N Brockway Street Suite 4-4
Palatine, IL 60067

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,533,931,190

IL Average: $9,259,360,772
Total Number of Employees

317

IL Average: 166
Total Number of Accounts

8,079

IL Average: 7,189
Average Account Size

$189,866

IL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

William Karstenson Work History

2010 - Present (14 years)

Ausdal Financial Partners, Inc

1997 - Present (27 years)

Self

Disclosures

Please visit the SEC profile of William Karstenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ausdal Financial Partners, Inc

Kasey Reed
Orland Park, IL
Kevin Leet
Louisville, KY
Amy Marker
Downers Grove, IL
Nathan Schaefer
Huron, OH
Max Birkinbine
Saint Paul, MN
Tyler Anderson
Downers Grove, IL
Sarah Werner
Downers Grove, IL
Thomas Mincy
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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