Kurt SchafersCRD Number: 6408335
Current Firm: Buckingham Asset Management, LLC
Kurt Schafers (CRD# 6408335) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Buckingham Asset Management, LLC||Saint Louis, MO||Sep 2014 - Current||2|
|Cosgrove Law Group, LLC||Saint Louis, MO||Sep 2009 - Sep 2014||5|
|Childress Ahlheim Cary, LLC||Saint Louis, MO||Jun 2009 - Sep 2009||< 1|
|Husch Blackwell||Saint Louis, MO||Aug 2005 - Mar 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management7,681MILLIONS
Total Number of Accounts14,433ACCOUNTS
Average Account Value$532,200
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV