Unclaimed Profile

Karen Michele Culver

MANAGED ASSET PORTFOLIOS, LLC·ROCHESTER, Michigan

Series 65Clean record21 years registeredMANAGED ASSET PORTFOLIOS, LLC

950 W. UNIVERSITY, SUITE 100, ROCHESTER, MI 48307CRD# 2128648Firm CRD# 109574

Profile Verification

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

Identity

Karen Michele Culver · ROCHESTER, MI

Registration

CRD #2128648 · MANAGED ASSET PORTFOLIOS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MANAGED ASSET PORTFOLIOS, LLC

May 2010 – present

MANAGED ASSET PORTFOLIOS, LLC

Sep 2004 – Apr 2010

ROCHESTER, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 21, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MANAGED ASSET PORTFOLIOS, LLC

CRD 109574 · SEC 801-58125

AUM

$1.1B

Regulatory assets under management

Employees

1,991 client accounts

Services offered by MANAGED ASSET PORTFOLIOS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at MANAGED ASSET PORTFOLIOS, LLC →

Introduction

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Frequently Asked Questions

What services does Karen Michele Culver offer?

Karen Michele Culver specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROCHESTER, Michigan for a consultation.

What are Karen Michele Culver's credentials?

Karen Michele Culver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Michele Culver located?

Karen Michele Culver is based in ROCHESTER, Michigan, working with MANAGED ASSET PORTFOLIOS, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Karen Michele Culver charge for services?

Karen Michele Culver's firm is compensated through percentage of aum, 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 MANAGED ASSET PORTFOLIOS, LLC?

MANAGED ASSET PORTFOLIOS, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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