Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Commerford is a financial advisor at Creative Planning in Overland Park, Kansas. Kurt has been in the financial services industry for over 20 years. Kurt has a Series 6, Series 7, and Series 63 license, and is also a Certified Financial Planner. Kurt's previous experience includes working at Brookstreet Securities Corporation, Atlas Securities, Inc., Park Avenue Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, BirchTree Financial Services, Inc., and American Century Investment Services Inc.
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.
1
2
KS
05/01/2015 - Present
Creative Planning (OVERLAND PARK KS)
CA
03/25/2004 - 07/27/2004
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
CA
11/05/2003 - 12/16/2003
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
NY
05/15/2003 - 09/03/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
07/22/2002 - 04/16/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/22/2002 - 04/16/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
02/04/1998 - 08/05/1998
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MO
01/16/1997 - 11/26/1997
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 09/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kurt Commerford is the right advisor for you? Invested Better is here to help.
