AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KJ

Karla A. Jackson

ERNST CAPITAL SECURITIES
Sioux Falls, SD 57103
Some features on this profile are disabled
CRD#: 4744212
KJ

Professional summary


Karla Ann Jackson, who also goes by Karla Ann Schaefbauer, is a registered financial professional currently at ERNST CAPITAL SECURITIES, LLC located in Sioux Falls, South Dakota.

Karla is registered as a RR (Registered Representative) and started their career in finance in 2004. Karla has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karla Ann Schaefbauer

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Karla Ann Jackson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 24, 2011 - Present

ERNST CAPITAL SECURITIES, LLC

Office #1: 101 S. Reid Street, Suite 209, Sioux Falls, SD 57103
BD
CRD#: 148904
Sioux Falls, SD
Past

October 18, 2012 - November 27, 2018

ERNST CAPITAL ADVISORS LLC

RIA
CRD#: 159082
SIOUX FALLS, SD
Past

October 17, 2007 - December 13, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
SIOUX FALLS, SD
Past

October 15, 2007 - December 13, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
SIOUX FALLS, SD
Past

April 13, 2004 - May 23, 2007

WADDELL & REED

RIA
CRD#: 866
SIOUX FALLS, SD
Past

February 2, 2004 - May 23, 2007

WADDELL & REED

BD
CRD#: 866
SIOUX FALLS, SD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/3/2022)
RR
Arkansas
(10/3/2023)
RR
California
(7/18/2023)
RR
Colorado
(2/28/2022)
RR
Florida
(10/9/2019)
RR
Iowa
(5/16/2012)
RR
Minnesota
(5/16/2012)
RR
Nebraska
(9/24/2012)
RR
Nevada
(5/13/2025)
RR
New Mexico
(8/9/2023)
RR
South Dakota
(1/3/2012)
RR
Texas
(1/3/2022)
RR
Washington
(5/31/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/12/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


EC
ERNST CAPITAL SECURITIES, LLC
ERNST CAPITAL GROUP I, INC. | ERNST CAPITAL SECURITIES, LLC | ERNST CAPITAL SECURITIES, INC.

CRD#: 148904 / SEC#: , 8-68083

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
101 S. Reid Street, Suite 209, Sioux Falls, SD 57103
Mailing Address
101 S. Reid Street, Suite 209, Sioux Falls, SD 57103
Phone number
(605) 271-7172
Established
South Dakota since 01/01/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ERNST CAPITAL HOLDINGS, LLCDIRECT OWNER
DAUGAARD, CHRISTOPHER JAMESCHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MEMBER6301526
GATES, NICHOLAS ALANFINANCIAL AND OPERATIONS PRINCIPAL, CHIEF FINANCIAL OFFICER, AND MEMBER6187910

Red Flags


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.

Company Information


ERNST CAPITAL SECURITIES, LLC

CRD#: 148904Sioux Falls, SD 57103

TRUST BUT VERIFY

Monitor Karla Jackson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


CC
Cathy CashAdvisorCheck Check Mark
MORTON WEALTH
IAR
Santa Barbara, CA
PR
Philip RichmanAdvisorCheck Check Mark
CICLO WEALTH LLC
IAR
Portland, OR
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics