Kurtis Reichert (CRD# 7136098) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 4 years of experience in the finance industry.
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
CRD# 5567930
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Chicago, IL | Jan 2020 - Current | 4 |
| Assetmark Brokerage, LLC | Chicago, IL | Jan 2020 - Current | 4 |
| Unemployed | Wilmette, IL | Oct 2019 - Jan 2020 | < 1 |
| Advisors Asset Management, Inc. | Monument, CO | Jun 2019 - Oct 2019 | < 1 |
| St Olaf College | Northfield, MN | Aug 2015 - May 2019 | 3 |
| Northview Bank And Trust | Northfield, MN | Jun 2018 - Aug 2018 | < 1 |
| Oakridge Financial | Golden Valley, MN | Jun 2017 - Sep 2017 | < 1 |
| Premier Asset Management | Chicago, IL | Jun 2016 - Sep 2016 | < 1 |
| Rainia Music Fest | Highland Park, IL | Jun 2015 - Sep 2015 | < 1 |
| Loyola Day Camp | Wilmette, IL | Jun 2015 - Sep 2015 | < 1 |
| Loyola Academy | Wilmette, IL | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- IL
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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