Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Klobassa is an investment advisor representative at Benchmark Financial. Kurt is registered with the state of Iowa. Kurt has been in the financial industry for over 10 years, working in a variety of roles, including physical therapist and financial advisor. Kurt has a Series 65 license and is active in the industry. Kurt specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
11/28/2023 - Present
Benchmark Financial (Allen TX)
IA
Issued 10/12/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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