Kurt Zoeller, financial advisor Chesterfield MO
93 score

Kurt Zoeller

CRD Number: 1892913
Current Firm: First Allied Advisory Services, Inc.

Kurt Zoeller (CRD# 1892913) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Chesterfield, MO and has over 28 years of experience in the finance industry.

Similar Advisors
Carl Goodin, financial advisor Chesterfield MO
Carl D. Goodin
CRD# 1346311
Financial Planning Associates, Inc.
Score
107
Similar Advisors
William Meyer, financial advisor Chesterfield MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Score
106
Similar Advisors
Joe Allaria, financial advisor Chesterfield MO
Joe M. Allaria
CRD# 6122862
Visionary Wealth Advisors, LLC
Score
105
Company Name Location Dates Years
First Allied Securities, Inc. Chesterfield, MO May 2008 - Current 8
First Allied Advisory Services, Inc. Chesterfield, MO May 2008 - Current 8
First Financial Planners Chesterfield, MO Jan 2007 - Current 9
Ffp Securities, Inc. Chesterfield, MO Oct 1988 - Current 28
First Advisors, Inc. Chesterfield, MO Jan 2007 - May 2008 1
Ffp Advisory Services, Inc. Chesterfield, MO Oct 1988 - Jan 2007 18
First Financial Planners, Inc. Chesterfield, MO Oct 1988 - Jan 2007 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Kurt D. Zoeller
Phone Number: 866-378-1376
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

Ready to hire a financial advisor? Get competitive proposals from Kurt Zoeller and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.