Unclaimed Profile

Karsten Baltzer

BALTZER, KARSTEN·SAN DIEGO, California

Series 65Clean record5 years registeredBALTZER, KARSTEN

12976 FLINTWOOD WAY, SAN DIEGO, CA 92130CRD# 7203610Firm CRD# 309854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karsten Baltzer · SAN DIEGO, CA

Registration

CRD #7203610 · BALTZER, KARSTEN · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALTZER, KARSTEN

WEB COIN CAPITAL

Sep 2020 – Jan 2023

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 15, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALTZER, KARSTEN

CRD 309854 · SEC 801-119398

Employees

Total firm employees

Services offered by BALTZER, KARSTEN

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BALTZER, KARSTEN →

Introduction

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Frequently Asked Questions

What services does Karsten Baltzer offer?

Karsten Baltzer specializes in Financial Planning, Investment Management, Wealth Management.

What are Karsten Baltzer's credentials?

Karsten Baltzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karsten Baltzer located?

Karsten Baltzer is based in SAN DIEGO, California, last registered with BALTZER, KARSTEN.

How does Karsten Baltzer charge for services?

Karsten Baltzer's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALTZER, KARSTEN?

BALTZER, KARSTEN has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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