Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Richard Supe is a financial advisor with Creative Financial Designs, Inc. Kurt is a registered representative with FINRA, has passed the Series 7, Series 10, Series 9, and Series 63 exams and is an Investment Advisor Representative in Indiana. Kurt has been in the industry since 2000. Kurt has previously worked for NATIONAL PLANNING CORPORATION and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. In addition to his advisory role, Kurt is also the President of SUPE CULPEPPER, INC-DBA Creative Financial Group, where he provides insurance and tax planning, and financial services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
06/17/2009 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
IN
03/10/2004 - 05/22/2009
NATIONAL PLANNING CORPORATION (INDIANAPOLIS IN)
WI
03/30/2000 - 03/19/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/30/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 01/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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