Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid C Kurt is an investment advisor representative with BFC Planning, Inc. in CEDAR RAPIDS, IA. David has been in the industry for over 22 years and has a Series 65 license. David also works with 1st & Main Investment Advisors and Vail Valley Advisory. David is a licensed investment advisor representative in Colorado and Iowa.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
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IA
02/09/2024 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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