Karl Wolfgang Suess

Great Point Advisors, LLC

11 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInvestment Management

Great Point Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

78 clients

Average Client Portfolio

$578K average

Assets Under Management

$45.1M

Location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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History

Regulatory History (1)

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Criminal

July 1992

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Karl is a real estate salesperson with Kale Realty and a real estate agent with Reva Capital Realty. He is also on the board of Beacon Hill Network and associated with Capitalize Wealth Management, LLC, dedicating full-time hours to the latter.

Employment History

Current Registrations

Quincy Wells Advisors, LLC

January 2022 - Present · 4 yrs 1 mo

Great Point Capital LLC

November 2020 - Present · 5 yrs 3 mos

Great Point Capital LLCBroker

November 2020 - Present · 5 yrs 3 mos

Previous Registrations

Great Point Advisors, LLC

November 2020 - December 2021 · 1 yr 1 mo

Concorde Asset Management, LLC

October 2019 - November 2020 · 1 yr 1 mo

Concorde Investment Services, LLCBroker

October 2019 - November 2020 · 1 yr 1 mo

Arete Wealth Advisors, LLC

October 2016 - October 2019 · 3 yrs

Arete Wealth Management, LLCBroker

April 2016 - October 2019 · 3 yrs 6 mos

Ronin Capital, LLCBroker

July 2012 - May 2013 · 10 mos

303 Equity Trading Group II, LLCBroker

March 2011 - October 2011 · 7 mos

State Registrations27 states

ALAZCACOCTDEFLIDILMAMDMENENHNJNVNYOHORPARISCTXUTVAVTWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.