Michael KarsaCRD Number: 6069477
Current Firm: Lido Advisors, LLC
Compensation Model: Fee Only
Michael Karsa (CRD# 6069477) is an Investment Advisor Representative working at Lido Advisors, LLC in Chicago, IL and has over 4 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Asset Planning Solutions||San Diego, CA||Oct 2015 - Current||4|
|Lido Advisors, LLC||Chicago, IL||Sep 2015 - Current||4|
|National Financial Partners||Chicago, IL||Sep 2015 - Dec 2015||< 1|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Sep 2015||< 1|
|Mcadam LLC||Philadelphia, PA||Oct 2014 - Sep 2015||< 1|
|Mcadam Financial Group||Chicago, IL||Oct 2012 - Oct 2014||2|
|Ing Financial Partners Inc.||Chicago, IL||Jun 2012 - Oct 2014||2|
|The Summit Bar & Restaurant||Iowa City, IA||May 2010 - May 2012||2|
|University Of Iowa||Iowa City, IA||Aug 2009 - May 2012||2|
|Dr. Tony Young Orthodontics||Western Springs, IL||May 2009 - Aug 2009||< 1|
|University Of Wisconsin-whitewater||Whitewater, WI||Aug 2008 - May 2009||< 1|
|Sav-rx||Oak Fores, IL||Jun 2008 - Aug 2008||< 1|
|Downers Grove South High School||Downers Grove, IL||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Oct 2012|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management4,086MILLIONS
Total Number of Accounts4,625ACCOUNTS
Average Account Value$883,566
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI, WY
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