Kurt Haberer (CRD# 4325295) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clay Center, KS and has over 23 years of experience in the finance industry.
CRD# 2830832
Raymond James Financial Services Advisors, Inc.
CRD# 6581102
Edward Jones
CRD# 5752391
Newedge Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services | Clay Center, KS | Apr 2021 - Current | 3 |
| Raymond James Financial Services Advisors | Clay Center, KS | Apr 2021 - Current | 3 |
| Beyond Wealth Advisors | Clay Center, KS | Apr 2021 - Current | 3 |
| Donald J Patricia A Haberer Revocable Trust | Russell, KS | Jan 2017 - Current | 7 |
| Clay County Educational Endowment Association | Clay Center, KS | Aug 2015 - Current | 8 |
| City Of Clay Center, Ks Planning Commission/board Of Zoning Appe | Clay Center, KS | Jan 2010 - Current | 14 |
| Haberer Properties LLC | Clay Center, KS | Aug 2008 - Current | 15 |
| Haberer Appraisal Service | Clay Center, KS | Mar 2004 - Current | 20 |
| Waddell & Reed, Inc. | Clay Center, KS | Dec 2000 - Apr 2021 | 20 |
| Various Insurance Carriers For W & R Insurance Agencies | Clay Center, KS | Dec 2000 - Apr 2021 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- KS
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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, VI, VT, WA, WI, WV, WY
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