KS

Karl Wolfgang Suess

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M

Fee Structure

Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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Regulatory History (1)
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Criminal
July 1992
Final Disposition
Other Business Activities

Karl is a real estate salesperson with Kale Realty and a real estate agent with Reva Capital Realty. He is also on the board of Beacon Hill Network and associated with Capitalize Wealth Management, LLC, dedicating full-time hours to the latter.

Employment History
Current Registrations
Quincy Wells Advisors, LLC
January 2022 - Present · 4 yrs
Great Point Capital LLC
November 2020 - Present · 5 yrs 2 mos
Great Point Capital LLCBroker
November 2020 - Present · 5 yrs 2 mos
Previous Registrations
Great Point Advisors, LLC
November 2020 - December 2021 · 1 yr 1 mo
Concorde Asset Management, LLC
October 2019 - November 2020 · 1 yr 1 mo
Concorde Investment Services, LLCBroker
October 2019 - November 2020 · 1 yr 1 mo
Arete Wealth Advisors, LLC
October 2016 - October 2019 · 3 yrs
Arete Wealth Management, LLCBroker
April 2016 - October 2019 · 3 yrs 6 mos
Ronin Capital, LLCBroker
July 2012 - May 2013 · 10 mos
303 Equity Trading Group Ii, LLCBroker
March 2011 - October 2011 · 7 mos
State Registrations27 states
ALAZCACOCTDEFLIDILMAMDMENENHNJNVNYOHORPARISCTXUTVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.