Unclaimed
Kurt Allen Hanke is a financial advisor who has been in the industry since 2002. Kurt is registered with the state of Wisconsin and Minnesota and is currently employed by Osaic Wealth, Inc. Kurt has experience working for Woodbury Financial Services, Inc., Thrivent Investment Management Inc., and Edward Jones. Kurt has specialized in helping individuals, families, and businesses with their financial planning needs. Kurt has been recognized for his expertise in financial planning and investment management.
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.
A percentage of the total value of assets under management is charged.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (EAU CLAIRE WI)
WI
08/03/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
MN
07/14/2003 - 08/05/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MO
01/09/2001 - 06/03/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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