Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Allen Gwillim is a financial advisor who has been in the industry since 1989. Kurt is currently registered with Fifth Third Wealth Advisors LLC and has been with the firm since June 2022. Previously, Kurt was with U.S. Bank NA. Kurt is registered to provide investment advice in Illinois, Ohio, and Texas. Kurt holds the Series 6, Series 7, Series 63 and Series 65 licenses. Kurt specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/03/2024 - Present
Fifth Third Wealth Advisors LLC (CINCINNATI OH)
IL
08/31/2000 - 05/14/2007
UMB FINANCIAL SERVICES, INC. (JACKSONVILLE IL)
TX
09/02/1998 - 05/19/1999
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
10/25/1995 - 08/14/1998
FFG INVESTMENTS INC.
NE
11/22/1995 - 12/31/1995
AMERITRADE, INC. (OMAHA NE)
TX
09/29/1989 - 12/13/1995
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
MN
08/09/1995 - 10/25/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/09/1995 - 10/25/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kurt Gwillim is the right advisor for you? Invested Better is here to help.
