Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Kimmich is a financial advisor at Confluence Financial Partners. Kurt has been in the industry for over 30 years and has a wide range of experience in financial planning, portfolio management, and insurance. Kurt is committed to providing personalized financial advice to help individuals and families achieve their financial goals. Kurt has a strong track record of success and is dedicated to building long-term relationships with his clients.
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.
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
PA
10/29/2021 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
04/24/2015 - 07/12/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
05/28/2009 - 05/06/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PITTSBURGH PA)
PA
05/22/2009 - 05/26/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PITTSBURGH PA)
PA
10/01/1999 - 05/22/2009
WELLS FARGO ADVISORS, LLC (PITTSBURGH PA)
NC
12/21/1992 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 01/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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