Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Zipp is a financial advisor who has been in the industry since 2006. Kurt is registered with Belpointe Asset Management LLC and Park Avenue Securities LLC. Kurt has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kurt specializes in financial planning and investment management. Kurt is a Certified Financial Planner and has passed the Series 7, Series 66, and SIE exams. Kurt is also a trustee for the Village of Darien and is a board member of the ORLC Board of Education.
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.
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.
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NV
01/19/2024 - Present
Belpointe Asset Management LLC (RENO NV)
WI
05/31/2018 - 06/16/2021
PARK AVENUE SECURITIES LLC (OCONOMOWOC WI)
WI
02/19/2015 - 06/06/2018
WADDELL & REED (WAUKESHA WI)
WI
07/08/2014 - 12/18/2014
PNC INVESTMENTS (WAUKESHA WI)
WI
06/12/2007 - 07/09/2014
THRIVENT INVESTMENT MANAGEMENT INC. (ELM GROVE WI)
MN
10/02/2001 - 12/11/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/02/2001 - 12/11/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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