Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Powers is a financial advisor with over 20 years of experience in the financial services industry. Kurtis is a Registered Representative and Investment Advisor Representative with Packerland Brokerage Services, Inc. Kurtis is licensed to provide financial advice in a number of states, including Wisconsin, Illinois, Indiana, Iowa, Texas, Utah, and California. Kurtis offers a wide range of services, including financial planning, portfolio management, and pension consulting.
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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WI
01/06/2015 - Present
Packerland Brokerage Services, Inc. (Brookfield WI)
WI
07/08/2011 - 01/12/2015
ABACUS INVESTMENTS, INC. (DOUSMANS WI)
IL
01/13/2006 - 07/21/2011
J.W. COLE FINANCIAL, INC. (ST CHARLES IL)
IL
09/30/2002 - 01/12/2006
LASALLE ST SECURITIES, L.L.C. (ST. CHARLES IL)
PA
02/04/2002 - 10/18/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MN
06/21/2000 - 01/28/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 11/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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