Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Franz Elmhorst is a financial advisor at LPL Financial LLC in Lakeland, Florida. Kurt is a CERTIFIED FINANCIAL PLANNER™ professional who has been working in the financial industry since 2003. Kurt holds a Series 7, Series 22, and Series 66 securities licenses as well as a Series 63 license. Kurt is also registered with the following states: Alabama, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Kurt's previous work experience includes Allen & Company of Florida, LLC and Grand Financial, Inc. Kurt is also affiliated with 1401 Insurance Partners, LLC, an insurance agency. Kurt provides investment and financial planning services for individuals, businesses, retirement plans, charities, and trusts.
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.
Consulting and other non-discretionary advisory services
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
FL
01/03/2022 - Present
LPL Financial LLC (LAKELAND FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
05/05/2003 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
NA
11/17/1993 - 03/01/1994
GRAND FINANCIAL, INC.
BOTH
Issued 05/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1993
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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