Karly
Wakely

Fisher Investments

CRD#5792463
Investment Advisor
in Minneapolis, MN

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About this Advisor

Karly Wakely is a certified financial planner who works in Minneapolis, Minnesota who has 3 years of industry experience. Wakely is an employee of Fisher Investments. During their career, the advisor has held roles at Lpl Financial LLC, Marks Group Wealth Management and Fisher Investments. Wakely maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Fisher Investments is a financial advisory business based out of Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 advisors. It manages $192 billion in assets across its 269,289 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 37 charities and foundations. Of its 269,289 client accounts, 46% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fees usually vary depending on the type of financial services offered. Fees billed by Fisher Investments most likely consist of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Minneapolis, MN

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

MN Average: $3,042,739,679
Total Number of Employees

3,349

MN Average: 49
Total Number of Accounts

269,289

MN Average: 2,315
Average Account Size

$714,467

MN Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Karly Wakely Work History

Karly has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Fisher Investments

2011 - 2020 (9 years)

Lpl Financial LLC

2011 - 2020 (9 years)

Marks Group Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Karly Wakely 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 Fisher Investments

Brandon Ferree
Camas, WA
Justin Peacock
Plano, TX
Melissa Sullivan
Plano, TX
Frank Fontanella
Marietta, GA
Patrick Mccormick
Westerville, OH
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Marcel Dumont
Tampa, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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