Cortney Kitchen
CRD Number: 2434526Current Firm: United Planners' Financial Services Of America A Limited Partner
Cortney Kitchen (CRD# 2434526) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fort Wayne, IN and has over 30 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale, AZ | Jun 2021 - Current | 2 |
| Cortney S. Kitchen | Fort Wayne, IN | Jan 1994 - Current | 30 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Jun 2021 | 8 |
| Profed Financial Advisors | Fort Wayne, IN | Sep 2005 - Jun 2021 | 15 |
| Redeemer Radio | Fort Wayne, IN | Aug 2018 - Mar 2021 | 2 |
| Redeemer Radio | Fort Wayne, IN | Aug 2018 - Mar 2021 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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