Kurt Boggs, financial advisor Warsaw IN

Kurt Boggs

CRD Number: 6541921
Current Firm: Pnc Investments

Kurt Boggs (CRD# 6541921) is an Investment Advisor Representative working at Pnc Investments in Warsaw, IN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Apr 2017 - Current 5
Pnc Investments Warsaw, IN Aug 2015 - Apr 2017 1
Pnc Bank Warsaw, IN Aug 2015 - Apr 2017 1
Pnc Warsaw, IN Jul 2014 - Aug 2015 1
Camden Foundations Technology Pierceton, IN May 2014 - Jul 2014 < 1
Full Time Education Bloomington, IN Aug 2004 - May 2014 9
Indiana Memorial Union Bloomington, IN May 2013 - Jul 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Kurt T. Boggs
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    26,425
    MILLIONS
  • Total Number of Accounts
    150,141
    ACCOUNTS
  • Average Account Value
    $176,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

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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