Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Balderston is a financial advisor who has been in the industry for over 20 years. He currently works at Edelman Financial Engines, a financial planning firm with a focus on retirement planning and investment management. Kurt's expertise lies in providing financial planning services to individuals, high-net-worth individuals, and businesses. Kurt is a Certified Financial Planner and holds both Series 6 and Series 65 licenses. He has also held previous positions at Cambridge Investment Research, Inc., Securities America, Inc., and American Century Investment Services Inc. Kurt is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MO
11/30/2016 - Present
Edelman Financial Engines (Chesterfield MO)
IA
09/01/2000 - 05/16/2001
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NE
08/10/2000 - 09/05/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
MO
07/23/1998 - 08/07/2000
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 11/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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