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Karl J. Appel

MIDDLETON GARDINER GROUP, LLC·SEVERNA PARK, Maryland
Series 65Clean record11 years registeredMIDDLETON GARDINER GROUP, LLC
572 BALTIMORE-ANNAPOLIS BLVD, SEVERNA PARK, MD 21146CRD# 4687105Firm CRD# 115948

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karl J. Appel · SEVERNA PARK, MD
Registration
CRD #4687105 · MIDDLETON GARDINER GROUP, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

CASSILLY & APPEL, INC.
Feb 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 11, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
1 NORTH WEALTH SERVICES, LLC
CRD 115948 · SEC 801-60941
AUM
$273M
Regulatory assets under management
Employees
4
687 client accounts
Services offered by 1 NORTH WEALTH SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at 1 NORTH WEALTH SERVICES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Karl J. Appel offer?
Karl J. Appel specializes in Financial Planning, Investment Management. Contact their office in SEVERNA PARK, Maryland for a consultation.
What are Karl J. Appel's credentials?
Karl J. Appel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karl J. Appel located?
Karl J. Appel is based in SEVERNA PARK, Maryland, working with MIDDLETON GARDINER GROUP, LLC. Their office serves clients in the SEVERNA PARK metropolitan area and surrounding communities.
How does Karl J. Appel charge for services?
Karl J. Appel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIDDLETON GARDINER GROUP, LLC?
MIDDLETON GARDINER GROUP, LLC has approximately 4 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MIDDLETON GARDINER GROUP, LLC

James Edward Brennan
ANNAPOLIS, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
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