Unclaimed
Kurt Durrwachter is a financial advisor with Dakota Wealth, LLC in Sartell, Minnesota. Kurt has been a registered investment advisor since 2001 and holds licenses in several states. Kurt has a strong track record of providing financial advice to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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.
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2
MN
01/02/2024 - Present
Dakota Wealth, LLC (Sartell MN)
MN
12/03/2012 - 08/19/2020
SECURITIES SERVICE NETWORK, LLC (Sartell MN)
MN
09/22/2005 - 12/18/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAUK RAPIDS MN)
IA
09/22/2003 - 09/22/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
07/26/2001 - 09/18/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
12/02/2002 - 12/13/2002
SII INVESTMENTS, INC. (APPLETON WI)
WI
09/12/2000 - 07/13/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/12/2000 - 07/13/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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