Karl Elsass
Karl Elsass is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wadsworth, OH, with 36 years of industry experience. Karl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
125 W Boyer St, Wadsworth, OH, 44281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Karl is an independent insurance agent selling fixed insurance products, and also manages real estate holdings. He is also an advisory representative of a RIA and president of Elsass Financial Group Inc, spending full-time hours on this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Reserarch, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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