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Karl Joseph Korade

ADVISORY SERVICES NETWORK
Frederick, MD
·CRD# 2509229·32 years experience

Professional Summary

Karl Joseph Korade is a registered financial advisor currently at ADVISORY SERVICES NETWORK located in Frederick, Maryland. Karl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Karl has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

ADVISORY SERVICES NETWORK·CRD# 146051
RIA
3 West Church Street, Frederick, MD 21701
January 29, 2025 - Present
OSAIC ADVISORY SERVICES, LLC·CRD# 171070
RIA
Atlanta, GA
November 8, 2024 - February 12, 2025
OSAIC WEALTH, INC.·CRD# 23131
BD
Frederick, MD
June 14, 2024 - February 12, 2025
ARBOR POINT ADVISORS·CRD# 165127
RIA
Frederick, MD
September 18, 2020 - November 8, 2024
SECURITIES AMERICA, INC.·CRD# 10205
BD
Frederick, MD
September 18, 2020 - June 14, 2024
SSN ADVISORY, INC.·CRD# 126090
RIA
Frederick, MD
January 14, 2010 - September 18, 2020
SECURITIES SERVICE NETWORK, LLC·CRD# 13318
BD
Frederick, MD
January 5, 2010 - September 18, 2020
WILBANKS SECURITIES ADVISORY·CRD# 118304
RIA
Rockville, MD
May 10, 2004 - September 7, 2004
WILBANKS SECURITIES, INC.·CRD# 40673
BD
Oklahoma City, OK
April 1, 2004 - September 7, 2004
MEDALLION ADVISORY SERVICES, LLC·CRD# 113788
RIA
Rockville, MD
January 24, 2000 - December 31, 2009
MEDALLION INVESTMENT SERVICES, INC.·CRD# 45314
BD
Rockville, MD
January 4, 1999 - December 31, 2009
SECURITIES SERVICE NETWORK, LLC·CRD# 13318
BD
Knoxville, TN
September 22, 1997 - December 31, 1998
IFG NETWORK SECURITIES, INC.·CRD# 19948
BD
Atlanta, GA
January 1, 1996 - September 17, 1997
COMPREHENSIVE FINANCIAL SERVICES, INC.·CRD# 22710
BD
August 17, 1994 - January 1, 1996

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Current Firm

ADVISORY SERVICES NETWORK
ADVISORY SERVICES NETWORK

4P WEALTH TRUST | PARO WEALTH MANAGEMENT | PALMETTO PRIVATE WEALTH | PALATINE HILL WEALTH MANAGEMENT | OPT ADVISORY | OLDE RALEIGH FINANCIAL GROUP | OHIO VALLEY WEALTH MANAGEMENT | OHANA FINANCIAL PLANNING | OAKMONT FINANCIAL PARTNERS | NORTHSHORE WEALTH ADVISORS | NOBLECREST WEALTH MANAGEMENT | NEW PARADIGM WEALTH | NEW PARADIGM INVESTMENTS | MULLENAX ADVISORY GROUP | MOSAIC WEALTH PARTNERS | MOORE'S WEALTH ADVISORY | MONTEITH WEALTH STRATEGIES | MMX WEALTH PARTNERS | MILLER FINANCIAL | MHM CAPITAL MANAGEMENT | MH STRATEGIC ADVISORS | MCLAUGHLIN WEALTH MANAGEMENT | MCCLELLAN WEALTH MANAGEMENT | MARKET TRENDS ADVISORY | MARCHE WEALTH ADVISORY | MAP STRATEGIC WEALTH ADVISORS | MALLOCH WEALTH MANAGEMENT | MAKKAI CAPITAL GROUP | MAESTRO WEALTH ADVISORS | M6 WEALTH | LONE PINE ADVISORY SERVICES | LIGHTHOUSE INVESTMENTS | LIFSG WEALTH MANAGEMENT | LIFE BY DESIGN INVESTMENT ADVISORY SERVICES | LIFE BY DESIGN ADVISORY SERVICES | LICHTMAN INVESTMENT ADVISORS | LFM WEALTH MANAGEMENT | LEGACY CAPITAL | LANDERS ADVISORY SERVICES | LANCE HOCUTT FINANCIAL GROUP | KUHN WEALTH ADVISORS | KORADE WEALTH MANAGEMENT | KNOX & DOWNING ADVISORS | KLINE PRIVATE WEALTH | KINGDOM WEALTH MANAGEMENT | KENETEX WEALTH MANAGEMENT | KARP ASSET MANAGEMENT | JUNIPER INVESTMENT & FINANCIAL PLANNING | JUDGE ASSET MANAGEMENT | JOYCE WEALTH ADVISORY | JOHNSON LANE ADVISORY PARTNERS | JCN FINANCIAL & TAX PLANNING GROUP | IRONWOOD WEALTH MANAGEMENT | INVESTMENT PLANNING SOLUTIONS | INTUITIVE WEALTH ADVISORS | INTENTIONAL WEALTH PLANNING | INTELLIPLAN ADVISORS | INFLECTION POINT WEALTH ADVICE | INFINITY ADVISORY GROUP | IHS CAPITAL MANAGEMENT | HOWARD FINANCIAL SERVICES | HLK ASSET MANAGEMENT | HILLTOP WEALTH MANAGEMENT | HIGH POINT PRIVATE | HARRIS WEALTH MANAGEMENT | HARRELL CAPITAL MANAGEMENT | HARBOR WEALTH ADVISORS | GUY P JONES CFP | GREER CAPITAL | GREENVILLE CAPITAL | GREENBERG WEALTH MANAGEMENT | GRAYSTONE PLANNING | GOTTHOLD WEALTH MANAGEMENT | GOLDEN LEGACY WEALTH ADVISORS | GLOBAL WEALTH MANAGEMENT GROUP | GARRARD WEALTH MANAGEMENT | FPF GLOBAL ADVISORS | FOUNDATIONAL WEALTH ADVISORY | FORTY4 FINANCIAL | FOOTHILLS CAPITAL MANAGEMENT | FONTE FINANCIAL ADVISORS | FND WEALTH MANAGEMENT | FLOW WEALTH MANAGEMENT | FLEMING INVESTMENT MANAGEMENT | FIVE POINTS ADVISORY | FINANCIAL ANALYSTS | FIDUCIARY PRIVATE WEALTH | FANNO CAPITAL MANAGEMENT | FALLOWBREAK FINANCIAL PLANNING | EVERSTRONG ADVISORS | EVERGREEN WEALTH MANAGEMENT | EQUILIBRIUM WEALTH | EQUABLE PORTFOLIO MANAGEMENT | ENHANCE WEALTH | EASTERN CAROLINA WEALTH MANAGEMENT | DUET WEALTH MANAGEMENT | DSP WEALTH STRATEGIES | DREW CAPITAL MANAGEMENT | DKP WEALTH | DEER CREEK CAPITAL | DARWIN | DALTON WEALTH MANAGEMENT | DAKOTA WEALTH | DAHLIA FINANCIAL | D3 WEALTH PARTNERS | CZ ADVISORY & CONSULTING | CROWN WEALTH MANAGEMENT | CROSSWIND INVESTMENTS | COURTNEY WEALTH ADVISORS | CLEAR PATH FINANCIAL SERVICES | CLARITE WEALTH ADVISORS | CHATHAM STREET ADVISORS | CANTERBURY | CANNON ADVISORS | CAMPBELL HARNESS CAPITAL WEALTH MANAGEMENT | BSSF WEALTH | BRUCE WEALTH GROUP | BRANCHES+ROOTS INVESTMENT MANAGEMENT | BOULEVARD WEALTH PARTNERS | BOOKMARK ADVISORS | BOGAR LK ADVISORY SERVICES | BLUEWATER INVESTMENT STRATEGIES | BLACKWOOD WEALTH MANAGEMENT | BLACK BRIDGE ADVISORS | BELLE VIEW WEALTH | BELL CAPITAL GROUP | BECKLEY, WHITENER & WETMORE WEALTH ADVISORS | BAYTRUST WEALTH MANAGEMENT | BAYSWATER CAPITAL | BAY REEF CAPITAL | BATTERY PRIVATE | BARRINGTON FINANCIAL ADVISORS | BALANCED WEALTH ADVISORS | AVANTIS CAPITAL MANAGEMENT | ATLAS INVESTMENT ADVISORS | ASSOCIATED CAPITAL ADVISORS | ASN | ASCENTIS FAMILY WEALTH | ARN WEALTH MANAGEMENT | ARGENTORA WEALTH MANAGEMENT | ARELLANO FINANCIAL PARTNERS | APPLEBY YUDENFREUN WEALTH MANAGEMENT & CONSULTING | APIS FINANCIAL PLANNING | APG CAPITAL ASSET MANAGEMENT | APEX CAPITAL WEALTH MANAGEMENT | ANGLIN INVESTMENT PARTNERS | ANCHOR PRIVATE PLANNING | ANALYTICAL CAPITAL | ALPINE PEAKS ADVISORS | ALPEN WEALTH ADVISORY GROUP | ALKEMI CAPITAL | ADVISORY SERVICES NETWORK, LLC | ADVISORY SERVICES NETWORK | ADVANCED INVESTMENT MANAGEMENT | ACUITY WEALTH ADVISORS | ACTUS CAPITAL MANAGEMENT | 5TH WORLD FINANCIAL ADVISORS...

CRD#: 146051 / SEC#: 801-71112
RIA
Registered Investment Advisory firm - SEC (2/16/2010 Approved)

Contact Information

Main Address

900 Ashwood Parkway Suite 500, Atlanta, GA 30338

Phone Number

(770) 352-0449

# of Employees

268

SEC notice filing (49 States and Territories)

Registered to provide investment advisory services in 49 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASN DISCLOSURE BROCHURE (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

29,663

AUM (Assets Under Management)

$10,595,714,037

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME: KARL J KORADE, CPA, CDFA POSITION: owner. NATURE: CPA, CDFA. START DATE: 06/30/1994. NUMBER OF HOURS PER MONTH: 40 SECURITIES TRADING HOURS: 20 INVESTMENT RELATED: No ADDRESS: 3 West Church Street, Frederick MD 21701, United States DESCRIPTION: Accounting, tax services and income work for small businesses and individuals.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ADVISORY SERVICES NETWORK
ADVISORY SERVICES NETWORK

4P WEALTH TRUST | PARO WEALTH MANAGEMENT | PALMETTO PRIVATE WEALTH | PALATINE HILL WEALTH MANAGEMENT | OPT ADVISORY | OLDE RALEIGH FINANCIAL GROUP | OHIO VALLEY WEALTH MANAGEMENT | OHANA FINANCIAL PLANNING | OAKMONT FINANCIAL PARTNERS | NORTHSHORE WEALTH ADVISORS | NOBLECREST WEALTH MANAGEMENT | NEW PARADIGM WEALTH | NEW PARADIGM INVESTMENTS | MULLENAX ADVISORY GROUP | MOSAIC WEALTH PARTNERS | MOORE'S WEALTH ADVISORY | MONTEITH WEALTH STRATEGIES | MMX WEALTH PARTNERS | MILLER FINANCIAL | MHM CAPITAL MANAGEMENT | MH STRATEGIC ADVISORS | MCLAUGHLIN WEALTH MANAGEMENT | MCCLELLAN WEALTH MANAGEMENT | MARKET TRENDS ADVISORY | MARCHE WEALTH ADVISORY | MAP STRATEGIC WEALTH ADVISORS | MALLOCH WEALTH MANAGEMENT | MAKKAI CAPITAL GROUP | MAESTRO WEALTH ADVISORS | M6 WEALTH | LONE PINE ADVISORY SERVICES | LIGHTHOUSE INVESTMENTS | LIFSG WEALTH MANAGEMENT | LIFE BY DESIGN INVESTMENT ADVISORY SERVICES | LIFE BY DESIGN ADVISORY SERVICES | LICHTMAN INVESTMENT ADVISORS | LFM WEALTH MANAGEMENT | LEGACY CAPITAL | LANDERS ADVISORY SERVICES | LANCE HOCUTT FINANCIAL GROUP | KUHN WEALTH ADVISORS | KORADE WEALTH MANAGEMENT | KNOX & DOWNING ADVISORS | KLINE PRIVATE WEALTH | KINGDOM WEALTH MANAGEMENT | KENETEX WEALTH MANAGEMENT | KARP ASSET MANAGEMENT | JUNIPER INVESTMENT & FINANCIAL PLANNING | JUDGE ASSET MANAGEMENT | JOYCE WEALTH ADVISORY | JOHNSON LANE ADVISORY PARTNERS | JCN FINANCIAL & TAX PLANNING GROUP | IRONWOOD WEALTH MANAGEMENT | INVESTMENT PLANNING SOLUTIONS | INTUITIVE WEALTH ADVISORS | INTENTIONAL WEALTH PLANNING | INTELLIPLAN ADVISORS | INFLECTION POINT WEALTH ADVICE | INFINITY ADVISORY GROUP | IHS CAPITAL MANAGEMENT | HOWARD FINANCIAL SERVICES | HLK ASSET MANAGEMENT | HILLTOP WEALTH MANAGEMENT | HIGH POINT PRIVATE | HARRIS WEALTH MANAGEMENT | HARRELL CAPITAL MANAGEMENT | HARBOR WEALTH ADVISORS | GUY P JONES CFP | GREER CAPITAL | GREENVILLE CAPITAL | GREENBERG WEALTH MANAGEMENT | GRAYSTONE PLANNING | GOTTHOLD WEALTH MANAGEMENT | GOLDEN LEGACY WEALTH ADVISORS | GLOBAL WEALTH MANAGEMENT GROUP | GARRARD WEALTH MANAGEMENT | FPF GLOBAL ADVISORS | FOUNDATIONAL WEALTH ADVISORY | FORTY4 FINANCIAL | FOOTHILLS CAPITAL MANAGEMENT | FONTE FINANCIAL ADVISORS | FND WEALTH MANAGEMENT | FLOW WEALTH MANAGEMENT | FLEMING INVESTMENT MANAGEMENT | FIVE POINTS ADVISORY | FINANCIAL ANALYSTS | FIDUCIARY PRIVATE WEALTH | FANNO CAPITAL MANAGEMENT | FALLOWBREAK FINANCIAL PLANNING | EVERSTRONG ADVISORS | EVERGREEN WEALTH MANAGEMENT | EQUILIBRIUM WEALTH | EQUABLE PORTFOLIO MANAGEMENT | ENHANCE WEALTH | EASTERN CAROLINA WEALTH MANAGEMENT | DUET WEALTH MANAGEMENT | DSP WEALTH STRATEGIES | DREW CAPITAL MANAGEMENT | DKP WEALTH | DEER CREEK CAPITAL | DARWIN | DALTON WEALTH MANAGEMENT | DAKOTA WEALTH | DAHLIA FINANCIAL | D3 WEALTH PARTNERS | CZ ADVISORY & CONSULTING | CROWN WEALTH MANAGEMENT | CROSSWIND INVESTMENTS | COURTNEY WEALTH ADVISORS | CLEAR PATH FINANCIAL SERVICES | CLARITE WEALTH ADVISORS | CHATHAM STREET ADVISORS | CANTERBURY | CANNON ADVISORS | CAMPBELL HARNESS CAPITAL WEALTH MANAGEMENT | BSSF WEALTH | BRUCE WEALTH GROUP | BRANCHES+ROOTS INVESTMENT MANAGEMENT | BOULEVARD WEALTH PARTNERS | BOOKMARK ADVISORS | BOGAR LK ADVISORY SERVICES | BLUEWATER INVESTMENT STRATEGIES | BLACKWOOD WEALTH MANAGEMENT | BLACK BRIDGE ADVISORS | BELLE VIEW WEALTH | BELL CAPITAL GROUP | BECKLEY, WHITENER & WETMORE WEALTH ADVISORS | BAYTRUST WEALTH MANAGEMENT | BAYSWATER CAPITAL | BAY REEF CAPITAL | BATTERY PRIVATE | BARRINGTON FINANCIAL ADVISORS | BALANCED WEALTH ADVISORS | AVANTIS CAPITAL MANAGEMENT | ATLAS INVESTMENT ADVISORS | ASSOCIATED CAPITAL ADVISORS | ASN | ASCENTIS FAMILY WEALTH | ARN WEALTH MANAGEMENT | ARGENTORA WEALTH MANAGEMENT | ARELLANO FINANCIAL PARTNERS | APPLEBY YUDENFREUN WEALTH MANAGEMENT & CONSULTING | APIS FINANCIAL PLANNING | APG CAPITAL ASSET MANAGEMENT | APEX CAPITAL WEALTH MANAGEMENT | ANGLIN INVESTMENT PARTNERS | ANCHOR PRIVATE PLANNING | ANALYTICAL CAPITAL | ALPINE PEAKS ADVISORS | ALPEN WEALTH ADVISORY GROUP | ALKEMI CAPITAL | ADVISORY SERVICES NETWORK, LLC | ADVISORY SERVICES NETWORK | ADVANCED INVESTMENT MANAGEMENT | ACUITY WEALTH ADVISORS | ACTUS CAPITAL MANAGEMENT | 5TH WORLD FINANCIAL ADVISORS...

CRD#: 146051 / SEC#: 801-71112
RIA
Registered Investment Advisory firm - SEC (2/16/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Maryland
(1/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1995About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1994About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Karl Joseph Korade's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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