Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

LPL Financial LLC

location

SCRANTON, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Kurt William Kushner is an investment advisor representative with LPL Financial LLC. Kurt has been in the industry since March 14, 1994. Kurt has licenses to operate in Florida, Maryland, New Jersey, New York, Oregon, Pennsylvania, and Texas. Kurt has also held previous positions with Nationwide Securities, LLC, 1717 Capital Management Company, Ameritas Investment Corp., Investors Capital Corp., and Main Street Management Company.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ®,CFC ® (Certifications)

location

ALLENTOWN, PA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kurt John Poling is a financial advisor with over 30 years of experience in the financial services industry. Kurt is a registered representative and investment advisor representative, holding licenses in several states including Pennsylvania and Texas. Kurt is associated with Wells Fargo Clearing Services, LLC and has previously worked with firms including Prudential Securities Incorporated and Hibbard Brown & Co., Inc. Kurt holds a variety of licenses and designations including Series 7, Series 10, Series 24, Series 63 and Series 65 and is also a Certified Financial Planner and Chartered Financial Consultant.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Confluence Financial Partners

location

MCMURRAY, PA

disclosure

1 Disclosures

ADVISOR BIO

Kurt Kimmich is a financial advisor at Confluence Financial Partners. Kurt has been in the industry for over 30 years and has a wide range of experience in financial planning, portfolio management, and insurance. Kurt is committed to providing personalized financial advice to help individuals and families achieve their financial goals. Kurt has a strong track record of success and is dedicated to building long-term relationships with his clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Kestra Advisory Services, LLC | CFP ® (Certifications)

location

Mars, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Kurt Skvarla is a financial advisor with Kestra Advisory Services, LLC. Kurt has been in the financial services industry since 2010. Kurt is registered in 27 states, including Pennsylvania, Texas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virgin Islands, Virginia, and Washington. Kurt specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc. | CFP ®,CFA ® (Certifications)

location

Pittsburgh - Wexford, PA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Kurt Edwin Carlson is a financial advisor with over 30 years of experience in the industry. Kurt has been registered with Robert W. Baird & Co. Inc. since October 2022. Before joining Robert W. Baird & Co. Inc., Kurt worked at Hefren-Tillotson, Inc. for over 30 years. Kurt holds the Series 7, Series 63, and Series 65 licenses. Kurt is also a Certified Financial Planner and a Chartered Financial Analyst.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Andrew Garrett Inc.

location

NEWTOWN, PA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Kurt Folcher is a financial advisor at Andrew Garrett Inc. Kurt Folcher is a Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial services industry. Kurt Folcher holds Series 7 and Series 63 licenses. Kurt Folcher also holds a Series 65 license. Kurt Folcher has been with Andrew Garrett Inc. since 2007. Prior to that, Kurt Folcher was registered with several firms, including Princeton Securities Corporation, Kirlin Securities Inc., and Thomas James Associates, Inc. Kurt Folcher specializes in portfolio management for individuals and providing financial planning services. Kurt Folcher is registered with the Securities and Exchange Commission (SEC) and several state regulators.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Bankers Life Advisory Services, Inc.

location

KING OF PRUSSIA, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kurt Andrew Hayn is a financial advisor who has been in the industry since 1999. Kurt has worked for several firms including ProEquities, Inc., UVEST Financial Services Group, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and is currently registered with Bankers Life Advisory Services, Inc. in Pennsylvania. Kurt offers investment advisory and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Thrivent Investment Management Inc.

location

ALLISON PARK, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kurt Herbst is a financial advisor associated with Thrivent Investment Management Inc. Kurt has been in the industry since September 21, 2011. Kurt is registered with FINRA and is licensed in 7 states. Kurt holds the Series 6, Series 63, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Bangor, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kurt Kowalski is a financial advisor with over 10 years of experience in the financial services industry. Kurt holds a Juris Doctor (JD) degree from the Widener University School of Law and has worked as an attorney for several years. Kurt is a registered representative of Raymond James Financial Services Advisors, Inc. and is licensed to sell securities in several states. Kurt's experience in both law and finance gives him a unique perspective on the financial needs of his clients. Kurt is dedicated to helping his clients reach their financial goals and providing them with personalized advice. Kurt is registered in 13 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

K Wealth Advisors | CFP ® (Certifications)

location

BERWYN, PA

0 Disclosures

ADVISOR BIO

Kurt 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.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals

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