Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Von buettner is a financial advisor with over 20 years of experience in the financial services industry. Kurt is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® professional. Kurt has been registered with Edward Jones since 2019 and previously worked with SWBC INVESTMENT SERVICES, LLC and USAA FINANCIAL ADVISORS, INC. Kurt holds FINRA Series 6, 7, 63, and 65 licenses, along with the SIE. Kurt has experience providing financial planning and portfolio management services to individuals, businesses, and retirement 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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
01/18/2019 - Present
Edward Jones (Shavano Park TX)
TX
05/12/2015 - 01/17/2019
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
06/21/2004 - 05/08/2015
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IL
05/26/2003 - 04/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 08/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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