Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Maher is a financial advisor registered with LPL Financial LLC. Kurt has over 29 years of experience in the financial services industry. Kurt Maher is registered in 17 states. Kurt Maher specializes in Financial Planning, Retirement Planning, College Savings Plans, Estate Planning, and Insurance. Kurt is a Registered Representative of LPL Financial LLC.
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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IA
02/14/2018 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
11/10/2005 - 02/14/2018
INVEST FINANCIAL CORPORATION (WEST DES MOINES IA)
DE
10/02/2003 - 11/29/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
07/15/1994 - 10/16/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/15/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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