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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Kelly Schuster is a financial advisor with LPL Financial LLC. Kurt Schuster has been in the financial services industry since 2000. Kurt Schuster is registered in Michigan and Texas as an Investment Advisor Representative. Kurt Schuster is also registered in 29 states as a Broker. Kurt Schuster holds the Series 6, 7, 24, 63 and 65 licenses and the SIE exam designation. Kurt Schuster is a Certified Financial Planner. Kurt Schuster has experience working with high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors.
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.
Consulting and other non-discretionary advisory services
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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MI
01/03/2022 - Present
LPL Financial LLC (UTICA MI)
MI
06/13/2001 - 06/01/2010
HANTZ FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
WI
10/26/2000 - 05/18/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 04/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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