Karly Witte (CRD# 7088479) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Emporia, KS and has 1 year of experience in the finance industry.
CRD# 3036979
Lpl Financial LLC
CRD# 2115503
Cetera Investment Advisers LLC
CRD# 2132471
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Emporia, KS | Sep 2023 - Current | < 1 |
| Esb Financial | Emporia, KS | Mar 2019 - Current | 5 |
| Sagepoint Financial, Inc. | Emporia, KS | Jan 2022 - Sep 2023 | 1 |
| Community National Bank & Trust | Emporia, KS | Aug 2015 - Mar 2019 | 3 |
| Corefirst Bank & Trust | Emporia, KS | May 2015 - Aug 2015 | < 1 |
| Goldenliving Center | Cottonwood Falls, KS | Jan 2015 - May 2015 | < 1 |
| Emporia State Federal Credit Union | Emporia, KS | Jun 2014 - Oct 2014 | < 1 |
| Commerce Bank & Trust | Manhattan, KS | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- KS
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.