UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
14yrs
Karl Salocks has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Walnut Creek, California. Karl has been with CWM since 2026; before that, Karl spent a year at Destination Wealth Management and less than a year at Sierra Pacific Private Wealth. Karl holds the CFP® designation.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
OfficeWalnut Creek, CA
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowCWM, LLCCurrent firm
- Mar 2025 – Oct 2025Destination Wealth ManagementPreviously
- Sep 2024 – Jan 2025Sierra Pacific Private Wealth, LLCPreviously
- 2016 – 2024Morgan StanleyPreviously
- Jan 2016 – Jul 2016MerrillPreviously
- Nov 2015 – Jan 2016Principal Securities, Inc.Previously
- Jul 2015 – Aug 2015Waddell & ReedPreviously
- Jul 2013 – May 2015Morgan StanleyPreviously
Earlier career (1 more)
- Aug 2012 – Dec 2012MerrillPreviously
Contact Karl
(402) 330-0808Firm headquarters in Omaha, NE. Ask for Karl. Walnut Creek, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Karl
Tailored to Karl’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Karl
How do I contact Karl?
Call CWM at (402) 330-0808 and ask for Karl Salocks. Karl works from the Walnut Creek, CA office.
How long has Karl been a financial advisor?
Karl has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Karl hold?
Series 66. Tap any license on this page to see what it allows.
Is Karl a fiduciary?
Karl is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Karl paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Karl for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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