Kurt Triebold (CRD# 3165391) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Delafield, WI and has over 18 years of experience in the finance industry.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Delafield, WI | Sep 2017 - Current | 6 |
| Independent Advisor Alliance, LLC | Delafield, WI | Sep 2017 - Current | 6 |
| Various Insurance Carriers For W&r Insurance Agencies | Oconomowoc, WI | Mar 1999 - Sep 2017 | 18 |
| Waddell & Reed, Inc. | Delafield, WI | Dec 1998 - Sep 2017 | 18 |
| Kurt Triebold Rentals | Elkhorn, WI | Jan 1993 - Jun 2016 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- IL
- WI
-
Total Assets Under Management12,827MILLIONS
-
Total Number of Accounts52,309ACCOUNTS
-
Average Account Value$245,214
- 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)
- Publication of periodicals or newsletters
- 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
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