Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Schaefer is a financial advisor with over 30 years of experience in the financial services industry. Kurt has held positions at several firms including Horace Mann Investors, Inc., MML Investors Services, LLC, and TD Private Client Wealth LLC. Kurt is a Certified Financial Planner and holds several licenses and certifications, including Series 7, 63, 65 and 66. Kurt specializes in providing financial planning and investment advice to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VT
08/03/2023 - Present
TD Private Client Wealth LLC (BURLINGTON VT)
IL
01/26/2018 - 07/27/2023
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
VT
03/25/2017 - 11/22/2017
MML INVESTORS SERVICES, LLC (COLCHESTER VT)
VT
01/09/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLCHESTER VT)
VT
12/03/2014 - 01/09/2015
PEOPLE'S SECURITIES, INC. (COLCHESTER VT)
VT
10/12/2010 - 11/25/2014
KEY INVESTMENT SERVICES LLC (S. BURLINGTON VT)
NH
04/20/2009 - 09/24/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEBANON NH)
VT
04/12/1999 - 02/06/2009
AIG RETIREMENT ADVISORS, INC. (BURLINGTON VT)
TX
04/09/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MA
11/10/1997 - 04/09/1999
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
TX
08/06/1992 - 11/21/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
07/16/1991 - 07/02/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
05/22/1991 - 07/02/1991
MUTUAL FUNDS/AMERICA, INC.
RI
02/13/1990 - 02/13/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 01/21/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/09/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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