Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kurtz has been in the financial services industry since 1994 and is currently registered with Robert W. Baird & Co. Inc.. Brian has a strong background in the financial industry and is well-versed in various investment strategies. Brian offers a variety of investment services, including financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
03/06/2007 - Present
Robert W. Baird & Co. Inc. (COLUMBUS OH)
OH
09/20/1996 - 07/18/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
03/16/1994 - 09/27/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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