Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Michael Kern is an investment advisor representative with Ameriprise Financial Services, LLC. Kurt has been working in the financial services industry since September 1991. He has been registered with Ameriprise Financial Services, LLC since September 2005. Kurt has a Series 7, Series 24, Series 63 and Series 65 license. Prior to joining Ameriprise Financial Services, LLC, Kurt worked for IDS LIFE INSURANCE COMPANY and ARM SECURITIES CORPORATION. He is a registered investment advisor in Minnesota, Texas and Wisconsin.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
WI
01/11/2016 - Present
Ameriprise Financial Services, LLC (Altoona WI)
MN
07/17/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
ND
05/25/1994 - 04/30/1996
ARM SECURITIES CORPORATION (MINOT ND)
OH
02/26/1993 - 06/07/1993
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
IA
07/18/1991 - 02/12/1993
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 10/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Kern is the right advisor for you? Invested Better is here to help.
