Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Frederick Yndestad is a financial advisor who has been in the industry since 1998. Kurt is registered with IHT Wealth Management LLC. Previously, Kurt was associated with J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., FIRST OAK BROOK CAPITAL MARKETS, INC., and BANC ONE CAPITAL MARKETS, INC. Kurt holds a Series 4, Series 7, Series 24, Series 53 and Series 66 license. Kurt specializes in Retirement Planning, College Savings, Insurance & Annuities, Estate Planning & Trusts and Mutual Funds.
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.
Financial planning fees
1
2
IL
09/09/2019 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
10/01/2008 - 08/26/2019
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
11/09/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NAPERVILLE IL)
IL
02/02/2005 - 10/10/2006
FIRST OAK BROOK CAPITAL MARKETS, INC. (OAK BROOK IL)
IL
11/19/1998 - 05/07/2003
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BOTH
Issued 11/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2015
Series 4 - Registered Options Principal Examination
BC
Issued 10/17/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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