Unclaimed
Kurt Langenwalter is a financial advisor at First Command Advisory Services. Kurt has been working in the financial services industry since 2002. Kurt is a Certified Financial Planner and a Chartered Financial Consultant. Kurt holds the Series 6, 63, 65, 99TO, and SIE licenses. Kurt's firm has approximately $10 billion - $50 billion under management. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
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
TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 10/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Langenwalter is the right advisor for you? Invested Better is here to help.