Curtis Behrend (CRD# 6035852) is an Investment Advisor Representative working at Prudential Financial Planning Services in Maryville, MO and has over 11 years of experience in the finance industry. Curtis Behrend 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.
CRD# 6630916
Edward Jones
CRD# 4824689
Edward Jones
CRD# 5926665
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Maryville, MO | Oct 2023 - Current | < 1 |
| Pruco Securities LLC | Maryville, MO | Oct 2023 - Current | < 1 |
| Thrivent Financial For Lutherans | Appleton, WI | Aug 2012 - Oct 2023 | 11 |
| Thrivent Investment Management Inc. | Maryville, MO | Apr 2012 - Oct 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- MO
- TX
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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)
- Educational seminars/workshops
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