Michael
Karstens
Captrust
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About this Advisor
Michael Karstens is a certified financial planner operating out of Omaha, Nebraska who has 1 year of relevant experience. Karstens is on the advisory team at Captrust. Throughout their career, they have worked at Frontier Wealth Management, LLC, Capfinancial Partners, LLC (Captrust) and Karstens Investment Counsel, Inc. Karstens maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Nebraska and Texas. Captrust is an advisory firm based in Raleigh, NC. It has offices in 69 locations and a total of 1,338 people on staff. It has $715 billion in total assets among its 76,254 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 136 charities and foundations. Of its 76,254 accounts, 33% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial management fee schedules largely are based on the type of services offered. Fee types billed by Captrust may include any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Karstens Work History
Michael has been registered as a financial advisor for 1 years.*
Capfinancial Partners, LLC (Captrust)
Frontier Wealth Management, LLC
Karstens Investment Counsel, Inc
*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 Michael Karstens 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 Captrust
Akron, OH
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Marietta, GA
Leesburg, VA
Raleigh, NC
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.
