Karl
Van Reusen
Boyce & Associates Wealth Consulting, Inc
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About this Advisor
Karl Van Reusen is a certified financial planner who works in Cedar Park, Texas, with a total of 5 years of relevant experience. Van Reusen is an employee of Boyce & Associates Wealth Consulting, Inc. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Wells Fargo Bank Na, Edward Jones and Bka Wealth Consulting, Inc. Van Reusen has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Boyce & Associates Wealth Consulting, Inc is a company headquartered in Cedar Park, TX. The firm has a total of 12 financial advisors. It controls $148 million in total assets among its 779 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 779 client accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Boyce & Associates Wealth Consulting, Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Boyce & Associates Wealth Consulting, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boyce & Associates Wealth Consulting, Inc Brokerage Details
$147,905,060
12
779
$189,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Karl Van Reusen Work History
Karl has been registered as a financial advisor for 5 years.*
Bka Wealth Consulting, Inc
Edward Jones
Wells Fargo Advisors LLC
Wells Fargo Bank Na
*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 Karl Van Reusen 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 Boyce & Associates Wealth Consulting, Inc
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
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.
