Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirt? Claim Your ProfileKirt Allen Cochran is an investment advisor representative with Mutual Of Omaha Investor Services, Inc. Kirt has been in the financial services industry for over 20 years. Kirt is registered to provide investment advice in 46 states, including Nebraska and Wisconsin. Kirt's firm provides financial planning and portfolio management for individuals and businesses. Kirt is also registered to provide investment advice as an investment advisor representative. Kirt has a Series 6, Series 26, Series 63 and Series 65. Kirt has a strong track record of success in helping clients reach their financial goals. Kirt is committed to providing personalized service and working closely with clients to develop a financial plan that meets their unique needs.
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.
Promoter fees and third party money manager fees
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2
WI
08/12/2021 - Present
Mutual OF Omaha Investor Services, Inc. (Waukesha WI)
MO
07/22/2014 - 12/02/2016
COUNTRY CAPITAL MANAGEMENT COMPANY (COLUMBIA MO)
MO
05/10/2000 - 07/02/2014
FBL MARKETING SERVICES, LLC (CARROLLTON MO)
IA
Issued 08/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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