Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Baldry is a registered investment advisor with Ausdal Financial Partners, Inc. in Ostego, MN. Kurt has been in the securities industry since 1987 and has worked with a variety of firms including Workman Securities Corporation, ING Financial Partners, Inc., Locust Street Securities, Inc., and New England Securities. Kurt is licensed to sell insurance products and is registered to sell securities in 18 states. He specializes in providing financial planning and portfolio management services to individuals, businesses, charitable organizations, and pension plans.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
MN
06/24/2015 - Present
Ausdal Financial Partners, Inc. (Ostego MN)
MN
11/15/2006 - 05/03/2011
WORKMAN SECURITIES CORPORATION (MAPLE PLAIN MN)
MN
01/01/2004 - 12/05/2006
ING FINANCIAL PARTNERS, INC. (EDEN PRAIRIE MN)
IA
01/05/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
08/31/1989 - 01/04/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
06/09/1987 - 09/26/1989
AAL DISTRIBUTORS INC. (MINNEAPOLIS MN)
IA
Issued 11/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/28/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Baldry is the right advisor for you? Invested Better is here to help.
