Karl N. Schorr

KARL SCHORR WEALTH MANAGEMENT

LAKE ELSINORE, CA 92532

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CRD#: 6152273

Professional summary

Karl Nelson Schorr is a registered financial advisor currently at KARL SCHORR WEALTH MANAGEMENT, LLC located in Lake Elsinore, California.

Karl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Karl has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Karl Nelson Schorr's 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

February 22, 2013 - Present

KARL SCHORR WEALTH MANAGEMENT, LLC

Office #1: 31500 Grape Street #3-356, Lake Elsinore, CA 92532

RIA

CRD#: 166433

LAKE ELSINORE, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(2/22/2013)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/2012

Uniform Investment Adviser Law Examination

Current Firm

KARL SCHORR WEALTH MANAGEMENT, LLC

KARL NELSON SCHORR | SCHORR, KARL NELSON | KARL SCHORR WEALTH MANAGEMENT, LLC | KARL SCHORR WEALTH MANAGEMENT

CRD#: 166433 / SEC#:

California

Registered Investment Advisory firm - (2/22/2013 Approved)

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Contact information

Main Address

27186 Newport Road, Suite 2, Menifee, CA 92584

Mailing Address

31500 Grape St. #3-485, Lake Elsinore, CA 92532

Phone number

(951) 223-1879

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	187
AUM (Assets Under Management)	$ 19,870,991

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Karl N. Schorr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karl Nelson Schorr's CRS (Customer Relationship Summary).

Certified licenses

Experience

KARL SCHORR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2012

Current Firm

KARL SCHORR WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KARL SCHORR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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