Dustin Kurtz, financial advisor Fairfield IA

Dustin Kurtz

CRD Number: 6517133
Current Firm: Cambridge Investment Research Advisors, Inc.

Dustin Kurtz (CRD# 6517133) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fairfield, IA and has over 3 years of experience in the finance industry.

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Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Jan 2021 - Current < 1
Cambridge Investment Research Advisors Inc. Fairfield, IA Jan 2021 - Current < 1
Sabbatical Davenport, IA Sep 2020 - Jan 2021 < 1
Edward Jones St. Louis, MO Jan 2018 - Sep 2020 2
Cambridge Investment Research, Inc. Fairfield, IA Apr 2017 - Jan 2018 < 1
Cambridge Investment Research, Inc. Fairfield, IA Jun 2015 - Jan 2018 2
Army National Guard (831st Eng Co) Middletown, IA Oct 2010 - Oct 2016 6
Scheels All Sports Coralville, IA Aug 2012 - Jun 2015 2
University Of Iowa Iowa City, IA Jan 2012 - May 2015 3
Kirkwood Community College Iowa City, IA Jul 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Dustin Kurtz
Phone Number: 641-472-5100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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