Unclaimed Profile

Karl Robert Kuelthau

GOOGINS ADVISORS, INC.·MIDDLETON, Wisconsin

SIE, Series 7, Series 24, Series 51, Series 63CFAClean record16 years registeredGOOGINS ADVISORS, INC.

6417 UNIVERSITY AVENUE, MIDDLETON, WI 53562CRD# 4309939Firm CRD# 13985

Profile Verification

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

Identity

Karl Robert Kuelthau · MIDDLETON, WI

Registration

CRD #4309939 · GOOGINS ADVISORS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOOGINS ADVISORS, INC.

GOOGINS ADVISORS, INC.

Mar 2015 – Aug 2020

MIDDLETON, WI

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Sep 2009 – Mar 2015

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · September 4, 2009

Years registered · 16

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOOGINS ADVISORS, INC.

CRD 13985 · SEC 801-68432

AUM

$429M

Regulatory assets under management

Employees

1,659 client accounts

Services offered by GOOGINS ADVISORS, INC.

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 GOOGINS ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Karl Robert Kuelthau offer?

Karl Robert Kuelthau specializes in Financial Planning, Investment Management.

What are Karl Robert Kuelthau's credentials?

Karl Robert Kuelthau holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Karl Robert Kuelthau located?

Karl Robert Kuelthau is based in MIDDLETON, Wisconsin, last registered with GOOGINS ADVISORS, INC..

How does Karl Robert Kuelthau charge for services?

Karl Robert Kuelthau's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOOGINS ADVISORS, INC.?

GOOGINS ADVISORS, INC. has approximately 8 employees and manages $429M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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