Anne KurtzCRD Number: 1321601
Current Firm: Capital Investment Services Of America Inc.
Anne Kurtz (CRD# 1321601) is an Investment Advisor Representative working at Capital Investment Services Of America Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Capital Investment Services Of America, Inc.||Milwaukee, WI||Mar 1986 - Current||30|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management612MILLIONS
Total Number of Accounts572ACCOUNTS
Average Account Value$1,069,912
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, IA, IL, LA, MI, MN, NC, NY, OH, TX, VA, WI