Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Heyduck is a financial advisor at Stifel Independent Advisors, LLC with over 20 years of experience in the industry. Kurt has a strong background in financial planning and portfolio management, and has helped countless individuals and families achieve their financial goals. Kurt is a registered investment advisor and holds the Series 7, 63, and 66 licenses. He is also a Registered Representative of Stifel, Nicolaus & Company, Incorporated. Kurt is committed to providing his clients with personalized financial advice and guidance, and he takes the time to understand their unique needs and 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.
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2
MO
01/25/2022 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
WA
09/09/2015 - 02/14/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (COUPEVILLE WA)
WA
03/14/2000 - 09/10/2015
EDWARD JONES (COUPEVILLE WA)
BOTH
Issued 12/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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