Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Whitesell is a financial advisor in Rapid City, SD. Kurt has over 30 years of experience in the financial services industry. Kurt currently works with Commonwealth Financial Network, where Kurt is registered to provide financial advice to individuals and businesses. Kurt is also a Managing Member and Part Owner of Whitesell Properties, LLC, a private entity that owns and manages real estate rental properties. Kurt has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice and investment strategies.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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SD
04/23/2007 - Present
Commonwealth Financial Network (RAPID CITY SD)
SD
06/09/1987 - 04/24/2007
WADDELL & REED, INC. (RAPID CITY SD)
IA
Issued 12/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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