Kurt ZoellerCRD 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 29 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|First Allied Securities, Inc.||Chesterfield, MO||May 2008 - Current||9|
|First Allied Advisory Services, Inc.||Chesterfield, MO||May 2008 - Current||9|
|First Financial Planners||Chesterfield, MO||Jan 2007 - Current||11|
|Ffp Securities, Inc.||Chesterfield, MO||Oct 1988 - Current||29|
|First Advisors, Inc.||Chesterfield, MO||Jan 2007 - May 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management4,543MILLIONS
Total Number of Accounts23,384ACCOUNTS
Average Account Value$194,276
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY