Kurt Palos, financial advisor Saint Louis MO
89 score

Kurt Palos

CRD Number: 6063745
Current Firm: Saxony Capital Management, LLC

Kurt Palos (CRD# 6063745) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Saxony Securities Inc. St. Louis, MO May 2012 - Current 4
Patrick Capital Markets St. Louis, MO Sep 2012 - Dec 2012 < 1
Maxim Healthcare Services St. Louis, MO Jan 2010 - Apr 2012 2
Best Buy Cape Girardeau, MO Apr 2008 - Dec 2009 1
Rogers Jewelers Cape Girardeau, MO Sep 2006 - May 2009 2
Student Cape Girardeau, MO Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Kurt R. Palos
Phone Number: 314-963-9336
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $363,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, HI, IL, MA, MI, MO, MT, NE, NH, NJ, NY, OH, PA, TX, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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