Kurt Schluter (CRD# 6400954) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.
CRD# 6127350
Merit Financial Advisors
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | Orlando, FL | Aug 2016 - Current | 7 |
| Charles Schwab & Company, Inc. | Orlando, FL | Sep 2014 - Current | 9 |
| Bauer & Associates Attorneys At Law | Deland, FL | Jul 2014 - Sep 2014 | < 1 |
| Full Time Student | Deland, FL | Aug 2009 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- FL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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