TrueAdvisor
TrueAdvisor
KD
ChFC
KD
ChFC

Karl Duitsman

Raymond James Financial Services Advisors, INC
26 Years of Experience
Mill Creek, WA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Karl Duitsman is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mill Creek, WA, with 26 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

16000 Bothell Everett Hwy, Suite 320, Mill Creek, WA, 98012

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Karl is an agent for Duitsman Financial Inc. since 2010, selling long-term care insurance, dedicating a few hours per week. He also owns a support company, Duitsman Financial Inc., dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2009 - Present · 17 yrs 2 mos
Raymond James Financial Services, INC.Broker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
Edward Jones
February 2007 - August 2009 · 2 yrs 6 mos
Edward JonesBroker
September 2000 - August 2009 · 8 yrs 11 mos
State Registrations29 states
ARAZCAFLGAHIIDILKSKYLAMAMIMNMOMTNCNDNVOKORSCSDTNTXVAWAWIWY
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.
More Advisors
More financial advisors in Mill Creek, WA →All financial advisors in Washington →