Kurt Veldhuizen (CRD# 1969413) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minocqua, WI and has over 34 years of experience in the finance industry.
CRD# 2272376
Commonwealth Financial Network
CRD# 3222759
Rbc Capital Markets, LLC
CRD# 6241348
Associated Investment Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Minocqua, WI | Oct 2019 - Current | 4 |
| Rbc Capital Markets, LLC | Minocqua, WI | Aug 2019 - Current | 4 |
| Bank Of America, Na | Minocqua, WI | Dec 2009 - Aug 2019 | 9 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minocqua, WI | May 2008 - Aug 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- TX
- WI
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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