KH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
643 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$2.0B
Fee Structure
Fees are calculated as a flat fee, asset-based fee, or a combination of both. Hourly consulting services are also available. Fees depend on portfolio size, scope of work, client location, travel requirements, and number of meetings. Specific fee details are in the client agreement.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
11850 SW 67th Avenue, Suite 100, Portland, OR, 97223
Get directionsRegulatory 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 licensed to sell insurance under The Partners Group, Ltd.
Employment History
Current Registrations
Tpg Financial Advisors, LLC
July 2012 - Present · 13 yrs 6 mos
Previous Registrations
Geneos Wealth Management, INC. Broker
May 2012 - June 2019 · 7 yrs 1 mo
Wealthview Capital, LLC
May 2009 - January 2012 · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
January 2006 - May 2009 · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC Broker
March 2005 - May 2009 · 4 yrs 2 mos
Wachovia Securities, LLC
July 2003 - March 2005 · 1 yr 8 mos
Wachovia Securities, LLC Broker
July 2003 - March 2005 · 1 yr 8 mos
Prudential Securities Incorporated
September 2002 - July 2003 · 10 mos
Prudential Securities IncorporatedBroker
October 1997 - July 2003 · 5 yrs 9 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.