Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Charles Gerhardt is a financial advisor with over 23 years of experience in the financial services industry. Kurt is currently registered with Cetera Investment Advisers LLC, a firm that provides investment advisory and brokerage services to a variety of clients, including individuals, families, businesses, and institutions. Kurt specializes in financial planning, retirement planning, and investment management. Kurt has been a Certified Financial Planner since 2000. Kurt is also a licensed insurance agent and a youth roller hockey coach.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (JACKSONVILLE FL)
FL
12/09/2011 - 08/20/2014
FSC SECURITIES CORPORATION (JACKSONVILLE FL)
FL
01/18/2006 - 12/13/2011
THE LEADERS GROUP, INC. (JACKSONVILLE FL)
PA
01/23/2003 - 01/31/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MN
03/31/2000 - 01/22/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/31/2000 - 01/22/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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