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Curt Karas

25 Years of Experience
Sugar Grove, IL
Broker

Curt Karas is a registered investment advisor at Cetera Investment Advisers LLC, based in Sugar Grove, IL, with 25 years of industry experience. Curt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Sugar Grove, IL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Curt is a CPA providing tax and bookkeeping services, dedicating nearly full-time hours to this. He also serves as a Township Assessor, Treasurer for multiple non-profit organizations, and performs accounting and tax preparation for a foundation.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2014 - Present · 11 yrs 8 mos
Cetera Financial Specialists LLCBroker
August 2000 - Present · 25 yrs 11 mos
State Registrations2 states
FLIL
AdvisorBrokerBoth

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
No exam information available for this advisor.
Curt Karas - Financial Advisor | TrueAdvisor