Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Sturm is a financial advisor at Kestra Advisory Services, LLC. Vincent has been in the financial services industry since 1998 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Vincent is committed to helping clients achieve their financial goals and is dedicated to providing personalized service.
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.
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.
A percentage of the total value of assets under management is charged.
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IA
05/20/2021 - Present
Kestra Advisory Services, LLC (Perry IA)
IA
09/07/2016 - 09/30/2020
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Perry IA)
IA
01/20/2016 - 08/29/2016
LPL FINANCIAL LLC (PERRY IA)
IA
11/29/2013 - 02/01/2016
INVESTACORP, INC. (URBANDALE IA)
IA
02/25/2011 - 12/02/2013
BROKER DEALER FINANCIAL SERVICES CORP. (PERRY IA)
IA
01/22/2009 - 03/02/2011
SECURITIES AMERICA, INC. (WEST DES MOINES IA)
IA
03/22/2007 - 01/08/2009
WORKMAN SECURITIES CORPORATION (WEST DES MOINES IA)
IA
11/02/1998 - 03/21/2007
WADDELL & REED, INC. (W. DES MOINES IA)
BOTH
Issued 06/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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