Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Andrew Steffen is a financial advisor with SPC. Kurt has been in the financial services industry since May 2014. Kurt is licensed to provide investment advice in Michigan. Kurt's current registrations are: Series 7, Series 66, and Series 27. He has obtained a Series 99TO license and previously held a Series 24 license. Kurt is a registered investment advisor representative. Kurt has a strong background in providing financial advice to individuals, businesses and retirement plans. SPC is a Registered Investment Advisor (RIA) with a focus on providing financial planning, portfolio management and investment advisory services to individuals, businesses, retirement plans and charitable organizations.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
06/11/2015 - Present
SPC (ANN ARBOR MI)
BOTH
Issued 06/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2014
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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