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Kurtis Stephen Plumer

Whitestar Asset Management LLC

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About Kurtis Stephen Plumer

Kurtis Plumer is a registered investment advisor representative with Whitestar Asset Management LLC. Kurtis has been in the industry since 1992 and holds Series 7, 62, 63, and 66 licenses. Kurtis is also a Chartered Financial Analyst. Kurtis has experience with previous employers such as Commerce Street Capital, LLC, Lehman Brothers Inc., NationsBanc Capital Markets, Inc. and NationsBanc Investments, Inc. Kurtis specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

Kurtis Plumer is currently registered with Whitestar Asset Management LLC. Whitestar Asset Management LLC is an investment advisor headquartered in Dallas, Texas. The firm manages over $3.99 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, and high-net-worth individuals. The firm specializes in portfolio management for businesses, investment companies, and pooled investment vehicles. Whitestar Asset Management LLC is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.
Whitestar Asset Management LLC

200 CRESCENT COURT

DALLAS, TX 75201-1834

$3.99B

Assets Under Management

Not reported

Total Clients

8

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kurtis Plumer’s Registration & Firm History

TX

09/16/2013 - Present

Whitestar Asset Management LLC (DALLAS TX)

TX

02/16/2011 - 01/24/2013

COMMERCE STREET CAPITAL, LLC (DALLAS TX)

NY

10/04/1996 - 07/02/1999

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

06/06/1994 - 02/27/1995

NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)

MA

03/19/1992 - 06/13/1994

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/31/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/17/1992

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurtis Stephen Plumer.
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