Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Bard has been in the financial services industry since December 1997. Kurt is currently registered with Transamerica Retirement Advisors, LLC in Kingsley, Michigan. Kurt's previous experience includes roles with The Huntington Investment Company, Cetera Investment Services LLC, Infinex Investments, Inc., Fifth Third Securities, Inc. and LPL Financial Corporation. Kurt offers portfolio management for businesses, individuals, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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MI
12/04/2024 - Present
Transamerica Retirement Advisors, LLC (Kingsley MI)
MI
10/14/2021 - 03/30/2022
THE HUNTINGTON INVESTMENT COMPANY (Roscommon MI)
MI
08/16/2019 - 10/13/2021
CETERA INVESTMENT SERVICES LLC (WEST BRANCH MI)
MI
07/01/2015 - 04/29/2019
INFINEX INVESTMENTS, INC. (Traverse City MI)
MI
08/10/2010 - 06/05/2015
FIFTH THIRD SECURITIES, INC. (SUTTONS BAY MI)
MI
11/08/2002 - 08/05/2010
LPL FINANCIAL CORPORATION (TRAVERSE CITY MI)
NY
08/05/1997 - 11/12/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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