Alexandra Kurth, financial advisor Scottsdale AZ
93 score

Alexandra Kurth

CRD Number: 5375525
Current Firm: Waddell & Reed

Alexandra Kurth (CRD# 5375525) is an Investment Advisor Representative working at Waddell & Reed in Scottsdale, AZ and has over 5 years of experience in the finance industry. Alexandra Kurth 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
Alexandra Kurth Properties LLC Leawood, KS Jun 2016 - Current < 1
Alexandra Kurth Blue Springs, MO Jun 2016 - Current < 1
Alexandra Kurth And Associates LLC Lees Summit, MO Jun 2013 - Current 3
Various Insurance Carriers For W & R Insurance Agencies Leawood, KS Jul 2011 - Current 5
Waddell & Reed Inc. Leawood, KS May 2011 - Current 5
Unemployed Lees Summit, MO Jul 2010 - May 2011 < 1
Lockton Company LLC Kansas City, MO May 2010 - Jul 2010 < 1
Unemployed Lees Summit, MO May 2009 - May 2010 1
Waddell & Reed Columbia, MO Oct 2008 - May 2009 < 1
Girl Boutique Columbia, MO Aug 2008 - Dec 2008 < 1
Mrs. Golf Lees Summit, MO Jun 2008 - Aug 2008 < 1
Student Lees Summit, MO May 2001 - Jun 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Alexandra K. Kurth
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • FL
  • KS
  • MN
  • MO
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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