Karl
Walz

Century Securities Associates, Inc

CRD#4999365
Investment Advisor
in Saint Louis, MO

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About this Advisor

Karl Walz is a financial advisor located in Saint Louis, Missouri. Currently a registered advisor with Century Securities Associates, Inc, Walz has 11 years of professional experience as a financial advisor. Walz has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Walz is able to work with clients in Illinois. Throughout their career, they have worked at Morgan Stanley, Morgan Stanley Private Bank, National Association and Century Securities. Century Securities Associates, Inc is headquartered in Saint Louis, Missouri, and has 80 other locations in the United States. As a company, Century Securities Associates, Inc manages $947 million in assets covering 3,040 accounts and retains more than 119 people. The firm's total assets under management places it among the bigger investment advisory firms in the nation. The firm manages 1,500 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 33% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Century Securities Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

One Financial Plaza 501 North Broadway
Saint Louis, MO 63102

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Century Securities Associates, Inc Brokerage Details

Total Assets Under Management

$947,149,710

MO Average: $11,469,110,461
Total Number of Employees

119

MO Average: 458
Total Number of Accounts

3,040

MO Average: 33,415
Average Account Size

$311,562

MO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Karl Walz Work History

Karl has 11 years of experience.

2017 - Present (4 years)

Century Securities

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2015 - 2017 (2 years)

Morgan Stanley

2012 - 2015 (3 years)

Morgan Stanley

2009 - 2012 (3 years)

Morgan Stanley

Disclosures

Karl Walz has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Century Securities Associates Inc

Shelley Strobel-Erhardt
Saint Louis, MO
Scott Metzner
Port Huron, MI
Christopher Howard
O Fallon, IL
Kenneth Ward
New York, NY
Karl Walz
Saint Louis, MO
Erin Ellis
Saint Louis, MO
Emmett Newton
Saint Louis, MO
Richard Boehm
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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