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Kurt Edward Myers

Falcon Wealth Planning, Inc.

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About Kurt Edward Myers

Kurt Myers is a financial advisor with Falcon Wealth Planning, Inc. Kurt has been working in the financial services industry for over 25 years. Kurt has been registered with the state of California as an Investment Advisor Representative and has Series 7, 63, and 65 licenses. Kurt has a strong commitment to providing personalized financial advice and is dedicated to helping clients achieve their financial goals.

Firm Information

Kurt Myers is currently registered with Falcon Wealth Planning, Inc.. Falcon Wealth Planning, Inc. is an investment advisor registered with the SEC. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They have approximately $1 billion in regulatory assets under management. Their main office is located in Ontario, CA.
Falcon Wealth Planning, Inc.

3400 INLAND EMPIRE BLVD.

ONTARIO, CA 91764

$1.02B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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Kurt Myers’s Registration & Firm History

CA

07/29/2024 - Present

Falcon Wealth Planning, Inc. (San Diego CA)

CA

01/26/2022 - 01/08/2024

CHARLES SCHWAB & CO., INC. (San Diego CA)

CA

11/17/2009 - 12/20/2023

TD AMERITRADE, INC. (SAN DIEGO CA)

CA

10/19/2006 - 11/09/2009

MML INVESTORS SERVICES, INC. (SAN DIEGO CA)

CA

04/14/1999 - 07/21/2006

CHARLES SCHWAB & CO., INC. (SAN DIEGO CA)

CA

03/07/1997 - 04/13/1999

PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)

MN

09/27/1994 - 03/28/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/27/1994 - 03/28/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurt Edward Myers.
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