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Karl J. Appel

MIDDLETON GARDINER GROUP, LLC·SEVERNA PARK, Maryland
Clean recordMIDDLETON 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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

N. Scott Gardiner
SEVERNA PARK, MD
James Edward Brennan
ANNAPOLIS, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)ANNAPOLIS (74)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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