Curtis Ishler, CFP®CRD Number: 6261821
Current Firm: Morgan Stanley
Compensation Model: Both
I love doing what I can to help others. I serve the community as an active member of the Bellefonte Kiwanis Club and volunteer with both the music and youth ministries at my church. There is no better reward than offering your time and talents, making a difference, and receiving a sincere thank you.
I graduated from Juniata College with a Bachelor of Science degree in Accounting. While at Juniata, I played on the varsity basketball team, sang in the concert choir, and was a member of the Students of Business club.
After graduating from Juniata, I began my career as a corporate accountant, where I spent seven years in various roles for two different publicly traded companies. I decided that I wanted to get out from behind the desk and do something where I could apply my knowledge of business and numbers to help other people plan for and accomplish their goals, so I made that change and became a Financial Advisor with Morgan Stanley.
In my spare time, I enjoy performing with my band around town and spending time with my family. I am happily married to my best friend, Jayme, who has blessed us with two beautiful daughters. I know firsthand that there is more behind financial planning than just the numbers, which is why I am so passionate about my practice.
The CERTIFIED FINANCIAL PLANNER™ professional designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP® Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, I am required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. In fact, CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 17% of all financial advisors in the industry can claim this distinction.
Courter Financial, LLC
J. W. Cole Advisors, Inc.
|Morgan Stanley||State College, PA||Oct 2013 - Current||3|
|Rex Energy Corp.||State College, PA||Oct 2011 - Jun 2013||1|
|Foot Locker Inc.||Camp Hill, PA||Jun 2006 - Oct 2011||5|
|Juniata College||Huntingdon, PA||Aug 2002 - May 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
|S7||General Securities Representative Examination (GS)||Nov 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.