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Kurt Walker Lofgren

J.w. Cole Financial, Inc.

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About Kurt Walker Lofgren

Kurt Lofgren is a financial advisor with over 15 years of experience in the financial services industry. Kurt is currently registered with J.w. Cole Financial, Inc. and holds a Series 7, Series 24, and SIE licenses. Kurt has previously worked for LPL FINANCIAL LLC, Columbia Management Investment Distributors, Inc., Riversource Distributors, Inc., American Enterprise Investment Services Inc., Ameriprise Financial Services, Inc., IDS LIFE INSURANCE COMPANY, and Northwestern Mutual Investment Services, LLC.

Firm Information

Kurt Lofgren is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kurt Lofgren’s Registration & Firm History

FL

06/24/2020 - Present

J.w. Cole Financial, Inc. (TAMPA FL)

SC

03/28/2017 - 10/03/2019

LPL FINANCIAL LLC (FORT MILL SC)

MN

10/03/2012 - 03/11/2016

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

10/03/2012 - 03/11/2016

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

09/29/2005 - 03/11/2016

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

MN

06/08/2005 - 03/11/2016

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

MN

06/08/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

WI

04/06/2004 - 04/12/2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 08/02/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurt Walker Lofgren.
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