Unclaimed
Kurt Maekawa is a financial advisor with over 20 years of experience in the financial services industry. Kurt has a strong background in securities and investment advisory, having held a variety of roles in the industry. Kurt is currently registered as a Registered Representative and Investment Adviser Representative with Allspring Funds Management, LLC. Prior to that, Kurt was employed with WELLS FARGO INVESTMENTS, LLC. Kurt holds the Series 7, Series 24, and Series 66 licenses. Kurt has experience providing investment advice to a range of clients, including individuals, corporations, pooled investment vehicles, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
11/28/2022 - Present
Allspring Funds Management, LLC (Chicago IL)
CA
01/21/2002 - 04/01/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 02/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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