Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt James Schafers is a financial advisor with The Colony Group, LLC. Kurt has been in the industry since September 2014 and holds a Series 65 license. He specializes in providing financial planning, portfolio management, and tax preparation services to individuals, families, businesses, and charitable organizations. Kurt is a Certified Financial Planner and holds a designation from the College for Financial Planning. Kurt is also experienced in providing financial guidance to high-net-worth individuals and families.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MO
07/01/2024 - Present
THE Colony Group, LLC (ST LOUIS MO)
IA
Issued 12/20/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kurt Schafers is the right advisor for you? Invested Better is here to help.
