James Robert Karberg
Investment adviser representative at Redw Wealth LLC
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$869.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Redw Wealth, LLCSep 2024 to now
- Avantax Advisory ServicesOct 2019 to Sep 2024
- Avantax Investment Services, Inc.Oct 2019 to Sep 2024
- 1st Global Capital, CorpJan 2018 to Sep 2024
- Avantax Insurance Services, Inc.Jan 2018 to Sep 2024
- Hatcher Financial Group, LLCJan 2018 to Sep 2024
- 1st Global Advisors, IncJan 2018 to Oct 2019
- Allstate Insurance CoJan 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 4 states (AZ, NM, OR, TX).
Redw Wealth LLC
$869.2MAssets managed
403Clients
8Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4125416
- Firm CRD
- 109446