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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Angstadt is an investment advisor representative registered with K Wealth Advisors. Kurt has 17 years of experience in the securities industry. Kurt is also a Certified Financial Planner. Kurt is registered with the state of Pennsylvania as an Investment Advisor Representative and is also registered with the state of Pennsylvania as a Securities Agent. Kurt previously worked at Cresap, Inc. and Vanguard Marketing Corporation. Kurt's current employment is with K Wealth Advisors. Kurt's practice focuses on serving the financial needs of individuals, high-net-worth individuals, and charitable organizations. Kurt provides financial planning, pension consulting, educational seminars, and portfolio management services. Kurt is also involved in the following specializations: 1, 2, 3, and 6.
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.
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.
1
2
PA
03/30/2020 - Present
K Wealth Advisors (BERWYN PA)
PA
04/10/2012 - 09/19/2014
CRESAP, INC. (BRYN MAWR PA)
PA
11/25/2003 - 10/31/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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