ADVISOR BIO

Kurt Muller is a financial advisor at Stifel, Nicolaus & Company, Inc. Kurt is a seasoned professional with over 20 years of experience in the financial services industry. Kurt is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Kurt is dedicated to understanding his clients' needs and goals and developing customized solutions to help them achieve their financial objectives. Kurt is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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ADVISOR BIO

Kurt Atkinson is a financial advisor at RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Kurt has been in the financial services industry since 1997. Kurt has been registered with RBC Capital Markets, LLC since 2008. Previously, Kurt was a financial advisor at National Planning Corporation, Stanton Investment Services, Inc., Marquette Financial Group, Inc., Commonwealth Financial Network, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kurt is licensed to provide financial advice in over 25 states. Kurt provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Kurt specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kurt has experience providing financial services to insurance companies, banking institutions, and corporations. Kurt is committed to providing his clients with personalized financial advice that meets their specific needs.

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ADVISOR BIO

Kurt Richard Schliemann is an investment advisor representative with Painted Porch Advisors LLC, located in SANTA BARBARA, CA. Kurt has been in the financial industry since 2000 and holds a variety of licenses and certifications, including Series 63, Series 65, Series 7, Series 3, Series 4, and Series 24. Kurt has previously worked at J.P. Morgan Securities LLC and ITG INC.. Kurt is an experienced investment advisor who is dedicated to providing clients with personalized financial advice.

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ADVISOR BIO

Kurt Faulhaber is an Investment Advisor Representative with Stafford Capital Partners Inc. based in Austin, TX. Kurt is registered with the state of Texas. Kurt Faulhaber specializes in Portfolio Management for Businesses and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Kurt Haugen is a financial advisor in Hudson, WI, registered with Beacon Pointe Advisors, LLC and has been in the industry for 7 years. Kurt is a Series 7 and Series 63 licensed advisor with a Series 65 license for investment advisory services. Kurt's firm manages over $31 Billion in assets. The firm provides portfolio management for individuals, investment companies, businesses, pooled investment vehicles, and pension consulting services. They also offer educational seminars, market timing services, publication of periodicals, selection of other advisors, financial planning, and consulting services.

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ADVISOR BIO

Kurt Allen Koke is a financial professional with over 30 years of experience in the financial services industry. Kurt has held various roles at firms such as First Matrix Investment Services Corp., Brokers Transaction Services, Inc., First Western Securities, Inc., and DFW Clearing, Inc. Currently, Kurt works as a Registered Representative for Prospera Financial Services, Inc., based in Hurst, TX. Kurt has a wide range of professional credentials, including Series 4, 7, 24, 27, 63, 65, SIE, and 99TO licenses.

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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.

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ADVISOR BIO

Kurt Erik Odegard is an Investment Advisor Representative with Fisher Investments and is currently licensed in Washington and Texas. Kurt has been in the industry since 2007 and has previously worked at Convergent Wealth Advisors, LLC, Pathstone, and was unemployed for a period of time in 2017. He passed the Uniform Investment Adviser Law Examination in April 2024 and has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. He is a Series 65 licensed representative.

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ADVISOR BIO

Kurt Jasin is a registered investment advisor representative with alliancebernstein LP. Kurt has been in the industry since August 2021. Kurt holds the Series 66, Series 7TO and SIE licenses. Kurt is registered in 12 states and the District of Columbia. Kurt is a registered representative with FINRA and has a total of 10 approved state registrations, 2 approved Investment Advisor state registrations and 1 approved SRO registration. Kurt has experience with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities and sovereign wealth funds and foreign official institutions.

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ADVISOR BIO

Kurt William Kitson is a financial professional with over 30 years of experience in the financial services industry. Kurt is currently registered with D.a. Davidson & Co. and is located in Omaha, NE. Kurt has a broad range of experience, including securities, investment advisory, and municipal advisory services. Kurt holds Series 7, 24, 27, 50, 53, 63, 99TO, and SIE licenses.

SPECIALIZATIONS