Unclaimed
Kurt Hilger is a registered investment advisor with B. Riley Wealth Advisors, Inc. in Renton, WA. Kurt has over 25 years of experience in the financial services industry. He has a strong track record of providing financial planning, investment management, and wealth management services to individuals and families. Kurt is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Kurt is a highly qualified and experienced financial advisor, and he is a valuable resource for individuals and families looking for financial guidance and advice.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
07/28/2016 - Present
B. Riley Wealth Advisors, Inc. (Renton WA)
WA
07/18/2016 - 07/22/2022
NATIONAL SECURITIES CORPORATION (SEATTLE WA)
WA
01/01/2008 - 06/21/2016
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
06/16/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SEATTLE WA)
IA
Issued 09/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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