AdvisorOS Directory
Claim Profile
KA

Karl J. Appel

MIDDLETON GARDINER GROUP, LLC·SEVERNA PARK, Maryland
Unclaimed Profile
572 BALTIMORE-ANNAPOLIS BLVD, SEVERNA PARK, MD 21146CRD# 4687105Firm CRD# 115948
01

About

Karl J. Appel is a registered financial advisor based in SEVERNA PARK, Maryland, affiliated with MIDDLETON GARDINER GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
1 NORTH WEALTH SERVICES, LLC
1 NORTH WEALTH SERVICES, LLC
AUM
$273M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at 1 NORTH WEALTH SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4687105
Firm CRD# 115948
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SEVERNA PARK?

Browse all registered financial advisors in SEVERNA PARK, Maryland or claim this profile if it's yours.

Browse SEVERNA PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SEVERNA PARK
N. Scott Gardiner — MIDDLETON GARDINER GROUP, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile