Eric Kurth, financial advisor Indianapolis IN

Eric Kurth

CRD Number: 5390590
Current Firm: Schwab Wealth Advisory, Inc.

Eric Kurth (CRD# 5390590) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Indianapolis, IN and has over 15 years of experience in the finance industry. Eric Kurth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Indianapolis, IN Aug 2016 - Current 7
Schwab Private Client Invest Advisory Indianapolis, IN Aug 2016 - Current 7
Spectrum Management Group, Inc. Indianapolis, IN Sep 2013 - Jul 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Eric C. Kurth
Phone Number: 415-667-7000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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
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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