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KB

Karsten Baltzer

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CRD#: 7203610
KB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Karsten Baltzer was a registered financial professional .

Karsten is a previously registered financial professional and started their career in finance in 2020. Karsten had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Name of the other busines: WSP Global Inc. Investment-related other business: No Other business address: 7650 Corporate Center Dr #300, Miami, FL 33126 Nature of other business: Civil Engineering Position held at other business: Managing Director Construction Services Start date at other business: Jul 2020 Hours devoted to other business: 40 hours/week (174 hours/month) Hours devoted to other business during securities trading hours: 40 hours/week (174 hours/month) Duties relating to the other business: Managing Director for civil engineering projects.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 15, 2020 - January 20, 2023

WEB COIN CAPITAL

RIA
CRD#: 309854
SAN DIEGO, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/28/2018
Uniform Investment Adviser Law Examination

Current Firm

WC
WEB COIN CAPITAL
BALTZER, KARSTEN | WEB COIN CAPITAL

CRD#: 309854 / SEC#: 801-119398

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Contact information

Main Address
San Diego, CA
Mailing Address
Phone number
(925) 639-1542
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
SECERA - Withdrawn8/4/2020

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

WEB COIN CAPITAL

CRD#: 309854

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