Kevin Fuerst, financial advisor Chattanooga TN
83 score

Kevin Fuerst

CRD Number: 1932131
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Kevin Fuerst (CRD# 1932131) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Chattanooga, TN and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Chattanooga, TN Oct 2007 - Current 9
Fuerst Financial Group Chattanooga, TN Sep 1997 - Current 19
M.r. Spencer Advisory LLC Flint, MI Jan 2004 - Mar 2009 5
H. Beck Inc. Rockville, MD Jul 2004 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S65 NASAA Investment Advisors Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kevin M. Fuerst
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • AL
  • GA
  • LA
  • NV
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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