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William Andrew Karsten

Planpilot

Ocala, FL

Chicago, IL

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Current Employers
Planpilot

223 West Jackson Suite 800, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-11
FL RA APPROVED 2025-07-09
TX RA APPROVED_RES 2017-01-10
KY RA APPROVED 2016-01-05
IA RA APPROVED 2016-01-04
OH RA APPROVED 2016-01-04
  • IL RA
    APPROVED
    Since 2025-07-11
  • FL RA
    APPROVED
    Since 2025-07-09
  • TX RA
    APPROVED_RES
    Since 2017-01-10
  • KY RA
    APPROVED
    Since 2016-01-05
  • IA RA
    APPROVED
    Since 2016-01-04
  • OH RA
    APPROVED
    Since 2016-01-04

Branch Locations

Ocala, FL • United States

223 West Jackson Suite 800, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planpilot, Llc Ocala FL 02/2014 Present
  • 02/2014 → Present
    Planpilot, Llc
    Ocala, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-31
  • S65 Uniform Investment Adviser Law Examination
    2012-07-31
Other Names
  • Bill Karsten

View on SEC IAPD

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