Martin Kurtz, financial advisor Moline IL
96 score

Martin Kurtz

CRD Number: 1365246
Current Firm: The Planning Center, Inc.

Martin Kurtz (CRD# 1365246) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 31 years of experience in the finance industry. Martin Kurtz 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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Professional Designations
Company Name Location Dates Years
The Planning Center, Inc. Moline, IL Dec 2000 - Current 15
The Planning Center Advisors, Inc. Moline, IL Jun 2010 - Sep 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Jan 2000
Contact Info for Martin F. Kurtz
Phone Number: (309) 797-4030
Registered State(s):
  • IL
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Pension consulting services
  • Other
Types of Clients
Registered States


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

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