Karl
Wacker

Facet

CRD#7227082
Investment Advisor
in Baltimore, MD

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About this Advisor

Karl Wacker is a financial advisor based in Baltimore, Maryland, working with Facet. Karl has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Gordon-Conwell Theological Seminary, Still Water Sports Camp, Episcopal Diocese Of West Texas, Deer Creek Adventure Camp, St. Mary'S University, Judson Independent School District, Christ The Redeemer Anglican Church, and Facet. Karl has passed the Series 63 regulatory exam and is registered to provide services in Mississippi and Texas. Currently, Karl is part of Facet, which operates out of Baltimore, Maryland. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

100 International Drive 23Rd Floor
Baltimore, MD 21202

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Facet Brokerage Details

Total Assets Under Management

$2,544,660,518

MD Average: $6,889,882,315
Total Number of Employees

234

MD Average: 45
Total Number of Accounts

24,977

MD Average: 765
Average Account Size

$101,880

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Karl Wacker Work History

2024 - Present (1 year)

Facet

2021 - Present (4 years)

Facet

2020 - 2021 (1 year)

Jpmorgan Chase Bank, N.A

2020 - 2021 (1 year)

J.P. Morgan Securities LLC

2017 - 2020 (3 years)

Gordon-Conwell Theological Seminary

2017 - 2019 (2 years)

Christ The Redeemer Anglican Church

2016 - 2017 (1 year)

Still Water Sports Camp

2016 - 2017 (1 year)

Episcopal Diocese Of West Texas

2015 - 2016 (1 year)

Deer Creek Adventure Camp

2013 - 2015 (2 years)

Judson Independent School District

2012 - 2015 (3 years)

Deer Creek Adventure Camp

2011 - 2015 (4 years)

St. Mary'S University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Karl Wacker 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 Facet

Sammie Guajardo
Baltimore, MD
Matthew Farrell
Baltimore, MD
Emmett Stewart
Baltimore, MD
Ashley Morris
Moseley, VA
Edward Jurgielewicz
Baltimore, MD
Robert Dillon
Baltimore, MD
Jordan Gilberti
Baltimore, MD
Harrison Maizels
Brooklyn, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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