Robert KortCRD Number: 6156666
Current Firm: Planners Alliance
Robert Kort (CRD# 6156666) is an Investment Advisor Representative working at Planners Alliance in Holland, MI and has over 5 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Plaisier Financial Group LLC
Action Point Financial Planning, LLC
|Planners Alliance LLC||Holland, MI||Feb 2018 - Current||< 1|
|Self-employed||Holland, MI||Jul 2001 - Current||16|
|Alphastar Capital Management||Cornelius, NC||Jan 2013 - Feb 2018||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, FL, GA, ID, IL, IN, MD, MI, MT, NC, OH, OR, SC, TX, UT, WA
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