Karl Christian Joern

Current Employers

Employment History

• 03/2017 → 03/2020
  Usa Financial Securities
  Ada, MI
• 04/2020 → 11/2021
  Gradient Advisors
  Arden Hills, MN
• 10/2021 → Present
  Bee Financial Partners Llc
  Houston, TX
• 11/2021 → 01/2025
  Impact Partnership Wealth, Llc
  Marietta, GA
• 07/2024 → Present
  Bee Financial Partners Wealth, Llc
  Houston, TX
• 05/2015 → Present
  Karl Joern, Sole Proprietor
  Houston, TX

Previous Registrations

• 2021-11-10 → 2025-01-13
  Impact Partnership Wealth, Llc
  Houston, TX
• 2020-04-01 → 2021-11-05
  Gradient Advisors, Llc
  Arden Hills, MN
  Houston, TX
• 2017-04-13 → 2020-04-01
  Usa Financial Securities Llc
  Houston, TX
  Ada, MI

Other Businesses

1) BEE FINANCIAL PARTNERS LLC; INVESTMENT RELATED; 9950 CYPRESSWOOD DR, STE 200, HOUSTON, TX 77070. STARTED OCTOBER 2021. FIXED ANNUITIES, LIFE, LONG-TERM CARE AND DISABILITY INSURANCE SALES. INCLUDE OBTAINING PROSPECTUS, PROVIDING PROPOSALS, COMPLETING APPLICATIONS, DELIVERING POLICIES AND COORDINATING ALL RELATED ACTIVITIES. PARTNER. APPROX. 160 HRS/MO DURING TRADING HOURS. 2) RSSA® - REGISTERED SOCIAL SECURITY ANALYST 3) RICP® - RETIREMENT INCOME CERTIFIED PROFESSIONAL 2) ASCENTIUM INSURANCE SOLUTIONS; NOT INVESTMENT RELATED; 9950 CYPRESSWOOD DR, STE 200, HOUSTON, TX 77070; COMMISSION RELATED TO THE RECOMMENDATION OR SALE OF MEDICATE POLICIES; MEDICARE AGENT; MAY 2020; APPROX. 10HRS/MO; APPROX. 10HRS/MO DURING TRADING HOURS. THE RECOMMENDATION OR SALE OF MEDICARE POLICIES. 3) ASSOCIATION OF FINANCIAL CONSULTANTS; NON INVESTMENT RELATED; LONGWOOD, FL; NON PROFIT 501C3; MEMBERAND EDUCATOR; 12/30/2023; 20HRS/MO DEVOTED; 0HRS/MO DEVOTED DURING SECURITIES TRADING HOURS. 4) NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSISTS; NOT INVESTMENT RELATED; 9950 CYPRESS WOOD DR STE 200 HOUSTON, TX 77070; SOCIAL SECURITY ANALYSIS; MEMBER; 7/9/2024; 16HRS/MO; 12HRS/MO DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-18

Other Names

• Karl Joern
• Karl C. Joern