Kurt Whitesell (CRD# 1675434) is an Investment Advisor Representative working at Commonwealth Financial Network in Rapid City, SD and has over 35 years of experience in the finance industry. Kurt Whitesell 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# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Group Inc. | Rapid City, SD | Oct 2022 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | Apr 2007 - Current | 17 |
| Whitesell Financical Group | Rapid City, SD | Apr 2007 - Oct 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1989 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- SD
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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