Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt Michael Kruse is a financial advisor registered with Wells Fargo Clearing Services, LLC. Curt has over 20 years of experience in the financial services industry. Curt has been a registered representative with Wells Fargo Clearing Services, LLC since 2016. Previously, Curt was a registered representative with U.S. Bancorp Investments, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Curt has a broad range of experience in financial services including financial planning, portfolio management, and investment consulting. Curt is a Series 7, Series 31, Series 63, and Series 65 licensed financial advisor. Curt also has a SIE designation. Curt is also a co-trustee for a family trust and is treasurer for the Bluffs at Windcastle HOA.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
10/26/2015 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
MO
11/29/2010 - 09/29/2015
U.S. BANCORP INVESTMENTS, INC. (DES PERES MO)
MO
06/01/2009 - 12/08/2010
MORGAN STANLEY SMITH BARNEY (ST. LOUIS MO)
MO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)
MO
03/04/2005 - 04/02/2007
MORGAN STANLEY DW INC. (CHESTERFIELD MO)
MO
05/13/2003 - 03/10/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Curt Kruse is the right advisor for you? Invested Better is here to help.
