Karla Sue Middleton

Employer firm

Kovack Advisors, Inc. CRD 140808

$6.28B regulatory AUM 205 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  Kovack Advisors, Inc
  Ft. Lauderdale, FL
• 07/2011 → Present
  Kovack Securities, Inc.
  Ft. Lauderdale, FL

Previous Registrations

• 2010-11-01 → 2011-07-26
  Voya Financial Advisors, Inc.
  Cedar Rapids, IA
  Niles, MI

Other Businesses

1) DBA MIDDLETON FINANCIAL - 14779 BOYLE LAKE RD, BUCHANAN, MI 49107; INVESTMENT RELATED; MANAGING INVESTMENTS; OWNER/FINANCIAL ADVISOR; 100% OF TIME SPENT. 2) FIXED INSURANCE AND ANNUITIES - 14779 BOYLE LAKE ROAD, BUCHANAN, MI 49107; FIXED INSURANCE SALES; 5% OF TIME SPENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-25
• S66 Uniform Combined State Law Examination
  2007-07-23
• S63 Uniform Securities Agent State Law Examination
  1992-09-21

Other Names

• Karla Kelsheimer
• Karla Sue Kelsheimer
• Karla Bledsoe