Kurt Kechely, financial advisor Lincoln NE
96 score

Kurt Kechely

CRD Number: 1964761
Current Firm: Wealthplan Partners

Kurt Kechely (CRD# 1964761) is an Investment Advisor Representative working at Wealthplan Partners in Lincoln, NE and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealthplan Partners Lincoln, NE Nov 2016 - Current 1
Securities America, Inc. Lincoln, NE Nov 2016 - Current 1
B.k.t. Management Company Lincoln, NE May 2008 - Current 10
K.a.k. Brokerage Lincoln, NE May 2002 - Current 16
K.a.k. Investments Lincoln, NE Jan 1999 - Current 19
Kechely Wealth Management Lincoln, NE May 1998 - Current 20
Daubert & Butler Associates Lincoln, NE May 1987 - Current 31
Summit Brokerage Services, Inc. Lincoln, NE Sep 2016 - Nov 2016 < 1
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Nov 2016 < 1
Vsr Advisory Services Overland Park, KS Aug 2007 - Sep 2016 9
Vsr Financial Services, Inc. Overland Park, KS May 1998 - Sep 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
Contact Info for Kurt A. Kechely
Phone Number: 402-333-5454
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    988
    MILLIONS
  • Total Number of Accounts
    2,583
    ACCOUNTS
  • Average Account Value
    $382,544
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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