Kurt Klobassa (CRD# 7835336) is an Investment Advisor Representative working at Benchmark Financial in Allen, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baylor, Scott, And White | Allen, TX | Nov 2023 - Current | < 1 |
| Greater Therapy Centers | Lewisville, TX | Jul 2021 - Current | 2 |
| Sport Therapy | Dallas, TX | May 2021 - Oct 2021 | < 1 |
| Ati | Cedar Hill, TX | Dec 2020 - Apr 2021 | < 1 |
| Presbyterian Village North | Dallas, TX | Oct 2020 - Dec 2020 | < 1 |
| Encompass Health | Plano, TX | Aug 2020 - Oct 2020 | < 1 |
| Vista Physical Therapy | Grand Prairie, TX | Mar 2020 - Oct 2020 | < 1 |
| Therapy Partners Of North Texas | Euless, TX | Dec 2019 - Mar 2020 | < 1 |
| Austin Physical Therapy Specialists | Austin, TX | Aug 2019 - Dec 2019 | < 1 |
| Northern Iowa Therapy | Waverly, IA | Jul 2017 - Jun 2019 | 1 |
| Rehab Visions | Guthrie Center, IA | Aug 2016 - Jul 2017 | < 1 |
| University Of Northern Iowa | Cedar Falls, IA | Jan 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- IA
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$4,368,863
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
IA
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