Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Lawrence Steinkamp is an investment advisor representative with LPL Financial LLC, based in WEST DES MOINES, IA. Kurt has been in the financial services industry since 2002. Before joining LPL Financial LLC, Kurt worked for WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Kurt holds the Series 66, Series 31, and Series 7 licenses.
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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2
IA
05/12/2017 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
01/01/2008 - 05/15/2017
WELLS FARGO CLEARING SERVICES, LLC (WEST DES MOINES IA)
IA
02/08/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WEST DES MOINES IA)
BOTH
Issued 03/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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