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RIA / WealthAdvisorCertified Financial Planner24 years in industry

MICHAEL THOMAS KARBOUSKI

Advisor at PORTICO FINANCIAL GROUP, LLC

BENTONVILLE, AR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 21, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTICO FINANCIAL GROUP, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 4, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 4, 2002
First registration: Feb 21, 2007
Dual registered: no
Other names: MICHAEL KARBOUSKI
IAPD individual key: 1601923

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTICO FINANCIAL GROUP, LLC	State registered	Oct 8, 2013	n/a	yes	BENTONVILLE, AR	Current employment
INTERVEST INTERNATIONAL, INC.	Former SEC adviser	Jul 6, 2011	Oct 1, 2013	no	AUSTIN, TX\|COLORADO SPRINGS, CO	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Jan 4, 2011	Jul 6, 2011	no	OVERLAND PARK, KS\|AUSTIN, TX	Previous registration
SORRENTO PACIFIC FINANCIAL, LLC	Former SEC adviser	Oct 9, 2008	Dec 15, 2010	no	ELM GROVE, WI\|SAN DIEGO, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 21, 2007	Jul 22, 2008	no	MILWAUKEE, WI\|FORT MILL, SC\|COLUMBUS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTERVEST INTERNATIONAL, INC.	PORTICO FINANCIAL GROUP, LLC	Oct 1, 2013	Oct 8, 2013	7	Firm change	Other
VSR ADVISORY SERVICES	INTERVEST INTERNATIONAL, INC.	Jul 6, 2011	Jul 6, 2011	0	Firm change	Other
SORRENTO PACIFIC FINANCIAL, LLC	VSR ADVISORY SERVICES	Dec 15, 2010	Jan 4, 2011	20	Firm change	Other
LPL FINANCIAL LLC	SORRENTO PACIFIC FINANCIAL, LLC	Jul 22, 2008	Oct 9, 2008	79	Firm change	Other

Relationships

Registered with (5)

→ PORTICO FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Oct 8, 2013 to presentfactForm ADV
→ INTERVEST INTERNATIONAL, INC.Registered adviserregistration: previous registration
Jul 6, 2011 to Oct 1, 2013factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 4, 2011 to Jul 6, 2011factForm ADV
→ SORRENTO PACIFIC FINANCIAL, LLCRegistered adviserregistration: previous registration
Oct 9, 2008 to Dec 15, 2010factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 21, 2007 to Jul 22, 2008factForm ADV

Dated events

No dated event names this entity yet.