Kurt Davis (CRD# 4485309) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Clinton Township, MI and has over 21 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Investment Company, LLC | Lincoln, NE | Sep 2022 - Current | 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Sep 2022 - Current | 1 |
| Ameritas Life Insurance Company | Lincoln, NE | Sep 2022 - Current | 1 |
| Ramblers Inc. | Clinton Twp, MI | Oct 2021 - Current | 2 |
| Lexicon Tax Strategies | Clinton Twp, MI | Jun 2021 - Current | 2 |
| New Possibilties Financial Group | Clinton Twp, MI | Jun 2019 - Current | 4 |
| New Possibilties Medicare Solutions | Clinton Twp, MI | Jun 2019 - Current | 4 |
| Davis Holdings, LLC | Spring Lake, MI | Jan 2009 - Current | 15 |
| Regulus Financial Group, LLC | Kentwood, MI | Aug 2021 - Sep 2022 | 1 |
| Regal Investment Advisors, LLC | Kentwood, MI | Aug 2021 - Sep 2022 | 1 |
| Atkinson Insurance Group | Clinton Township, MI | May 2019 - Sep 2022 | 3 |
| Equity Services, Inc. | Montpelier, VT | Jun 2019 - Jan 2021 | 1 |
| National Life Group | Troy, MI | Jun 2019 - Jan 2021 | 1 |
| Mml Investors Services, LLC | Clinton Township, MI | Jan 2018 - Jun 2019 | 1 |
| Mass Mutual Life Insurance Co | Clinton Township, MI | Dec 2017 - Jun 2019 | 1 |
| Pruco Securities, LLC | Troy, MI | Jun 2016 - Nov 2017 | 1 |
| The Prudential Insurance Company Of America | Troy, MI | Jun 2016 - Nov 2017 | 1 |
| W&s Brokerage Services | Troy, MI | Apr 2015 - Jun 2016 | 1 |
| Flagstar Bank / Essex National Securities, LLC | Madison, MI | May 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- MI
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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