Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Lash is a financial advisor at Commonwealth Financial Network with over 28 years of experience in the industry. Kurt is registered with the state of Indiana. Kurt also holds FINRA Series 6, 7, 9, 10, 24, 26, 63, and 66 licenses as well as the SIE exam. Kurt's previous experience includes working with ProEquities, Inc., MetLife Securities Inc., Allstate Financial Services, LLC., and Metropolitan Life Insurance Company. Kurt's specializations include asset allocation, fixed income, insurance, mutual funds, options, retirement planning, and variable annuities. Kurt is committed to providing personalized financial advice to his clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
08/03/2022 - Present
Commonwealth Financial Network (Merrillville IN)
IN
06/07/2017 - 07/13/2022
FBL MARKETING SERVICES, LLC (Crown Point IN)
IN
07/19/2011 - 06/02/2017
QUESTAR CAPITAL CORPORATION (CROWN POINT IN)
IN
06/03/2010 - 05/24/2011
PROEQUITIES, INC. (LAFAYETTE IN)
IN
03/17/2009 - 06/07/2010
METLIFE SECURITIES INC. (MERRILLVILLE IN)
IN
09/26/2003 - 03/13/2009
ALLSTATE FINANCIAL SERVICES, LLC (MUNSTER IN)
MA
06/14/1994 - 09/26/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/14/1994 - 09/26/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/26/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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