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 Stengel has been in the financial services industry since July 1991. Kurt is currently registered with Robert W. Baird & Co. Inc. in Milwaukee, WI. Kurt is a Series 63, 53, 24, 57TO, SIE, 55, 7, and 6 licensed professional. Kurt has previously worked for B. C. ZIEGLER AND COMPANY in Chicago, IL and GNA SECURITIES, INC. in Glen Allen, VA.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
09/24/2002 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
IL
07/09/1995 - 09/18/2002
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
VA
07/05/1991 - 06/30/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
BC
Issued 07/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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