William A. Karsten
Professional summary
William Andrew Karsten, who also goes by Bill Karsten, is a registered financial advisor currently at PLANPILOT located in Ocala, Florida.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. William has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Andrew Karsten's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2016 - Present
PLANPILOT
August 20, 2012 - January 6, 2014
CLEARWATER CAPITAL PARTNERS
Primary Firm SEC Registration
PLANPILOT
CRD#: 160319 / SEC#: 801-73176
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2025)
(7/11/2025)
(1/4/2016)
(1/5/2016)
(1/4/2016)
(1/10/2017)
Current Firm
PLANPILOT
CRD#: 160319 / SEC#: 801-73176
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 3,714,161,018 |
Red Flags
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