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Karsten Augustin

6 Years of Experience
Madison, WI
BrokerSells Insurance

Karsten Augustin is a registered investment advisor at Cetera Investment Advisers LLC, based in Madison, WI, with 6 years of industry experience. Karsten 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

2945 Triverton Pike Drive, Suite 200, Madison, WI, 53711

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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 ActivitiesSells Insurance

Karsten sells fixed insurance products and works as a financial professional for North Star Resource Group. Both activities require minimal time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
May 2022 - August 2023 · 1 yr 3 mos
Securian Financial Services, INC.Broker
May 2022 - August 2023 · 1 yr 3 mos
Ameriprise Financial Services, LLCBroker
July 2019 - May 2022 · 2 yrs 10 mos
State Registrations13 states
CACOFLIAILINMAMNMONJNYORWI
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.
Karsten Augustin - Financial Advisor | TrueAdvisor