Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Kurtz is a financial advisor with over 7 years of experience in the financial services industry. Dustin has held positions at Edward Jones, Cambridge Investment Research, Inc., and Cambridge Investment Research Advisors, Inc.. Dustin is a registered representative and investment advisor representative. Dustin is licensed to sell securities in Iowa and is registered to provide investment advice in Iowa. Dustin's firm, Cambridge Investment Research Advisors, Inc., offers a variety of financial services to individuals, businesses, and institutions. They provide financial planning, portfolio management, and other services to help clients reach their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
01/04/2021 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
IA
01/22/2018 - 09/30/2020
EDWARD JONES (Davenport IA)
IA
05/31/2017 - 01/15/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 03/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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