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Karen Michele Culver

Managed Asset Portfolios, LLC

Rochester, MI

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Current Employers
Managed Asset Portfolios, Llc

950 W. University, Suite 100, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-14
MI RA APPROVED 2010-05-03
  • TX RA
    APPROVED_RES
    Since 2019-01-14
  • MI RA
    APPROVED
    Since 2010-05-03

Branch Locations

950 W. University, Suite 100, Rochester, MI 48307 • 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
Managed Asset Portfolios, Llc Rochester MI 01/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-10
  • S65 Uniform Investment Adviser Law Examination
    2003-01-10
Other Names
  • Karen Michelle Oberly
  • Karen Michelle Caudill
  • Karen Michelle Caudill

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CLARKSTON CAPITAL PARTNERS, LLC
SOLYCO CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
ADVIZE WEALTH MANAGEMENT

Other Investors

David M. Anderson
Paul Joseph Moceri
JOSEPH EVERETT KENYON
DAVID ANTHONY SMITH
Charbel Salem
Faith Marzolf
ROBERT ALAN RUBARTH
KEVIN JOSEPH VAN DE STEENE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · ROCHESTER, MI
CLARKSTON CAPITAL PARTNERS, LLC · ROCHESTER, MI
SOLYCO CAPITAL LLC · ROCHESTER, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCHESTER, MI
LPL FINANCIAL LLC · ROCHESTER, MI
OSAIC WEALTH, INC. · Rochester, MI
J.P. MORGAN SECURITIES LLC · Rochester, MI
J.P. MORGAN SECURITIES LLC · ROCHESTER, MI

More in Rochester, MI

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