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Karlie Diane Achenbach

Beacon Pointe Advisors, LLC

Newport Beach, CA

Scottsdale, AZ

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-02-14
  • AZ RA
    APPROVED
    Since 2025-02-14

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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
Wahlert High School Dubuque IA 09/2014 05/2019
Dubuque Golf And Country Club Dubuque IA 05/2019 08/2019
Wahlert High School Dubuque IA 08/2019 05/2020
University Of Northern Iowa Cedar Falls IA 05/2020 10/2022
Suds Upstairs Cedar Falls IA 10/2022 05/2024
Beacon Pointe Advisors Scottsdale AZ 06/2024 10/2025
Beacon Pointe Advisors Scottsdale AZ 10/2025 Present
  • 09/2014 → 05/2019
    Wahlert High School
    Dubuque, IA
  • 05/2019 → 08/2019
    Dubuque Golf And Country Club
    Dubuque, IA
  • 08/2019 → 05/2020
    Wahlert High School
    Dubuque, IA
  • 05/2020 → 10/2022
    University Of Northern Iowa
    Cedar Falls, IA
  • 10/2022 → 05/2024
    Suds Upstairs
    Cedar Falls, IA
  • 06/2024 → 10/2025
    Beacon Pointe Advisors
    Scottsdale, AZ
  • 10/2025 → Present
    Beacon Pointe Advisors
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-08
  • S65 Uniform Investment Adviser Law Examination
    2025-02-08
Other Names
  • Karlie Welbes
  • Karlie Diane Welbes

View on SEC IAPD

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