John Kurcz (CRD# 6551867) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in New Berlin, WI and has over 6 years of experience in the finance industry. John Kurcz 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# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Advisor Network, LLC | New Berlin, WI | Sep 2019 - Current | 4 |
Thrivent Financial | Appleton, WI | Sep 2017 - Sep 2019 | 2 |
Thrivent Investment Management Inc. | New Berlin, WI | Aug 2017 - Sep 2019 | 2 |
Thrivent Financial - Jeremy Keil | New Berlin, WI | Aug 2017 - Sep 2017 | < 1 |
Premier Legacy Wealth Management | Menomonee Falls, WI | Aug 2015 - Jul 2017 | 1 |
Cabot Lodge Securities LLC | Menomonee Falls, WI | Aug 2015 - Jul 2017 | 1 |
International Sports Management, Inc. | Milwaukee, WI | Oct 2014 - Aug 2015 | < 1 |
Roundy's Supermarkets | Oconomowoc, WI | Jun 2012 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- WI
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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