Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Yelle is a financial advisor with Stifel, Nicolaus & Company, Inc. Kurt has been in the financial industry since 1992. Kurt has been registered with the state of Minnesota since 1992 and is also registered with the state of Texas. Kurt has passed numerous industry exams including the Series 7, Series 10, Series 24, and the Uniform Investment Adviser Law Examination (Series 65). Kurt specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Kurt is committed to helping clients 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (ST. CLOUD MN)
MN
01/01/2001 - 12/06/2006
MILLER JOHNSON STEICHEN KINNARD, INC. (ST. CLOUD MN)
MN
01/14/1992 - 01/01/2001
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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