Karissa Nicole Goessl
Investment adviser representative at Williams Asset Management
14 yearsExperience
1 stateRegistered in
$661.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Commonwealth Financial NetworkApr 2022 to now
- Williams Asset ManagementApr 2022 to now
- Homepoint FinancialSep 2020 to Feb 2022
- Silverton MortgageFeb 2020 to Oct 2020
- UnemployedDec 2019 to Feb 2020
- Cadaret, Grant & Co., Inc.Sep 2014 to Dec 2019
- The Children's PlaceJul 2012 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
Williams Asset Management
Legal name: Williams & Associates, Inc.
$661.1MAssets managed
433Clients
6Advisers
Under 1 yearIn 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
- 6261273
- Firm CRD
- 338196