Kurtis Stroemel, financial advisor Wilmington DE
93 score

Kurtis Stroemel

CRD Number: 4609028
Current Firm: Coastal Investment Advisors

Kurtis Stroemel (CRD# 4609028) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Coastal Equities, Inc. Cincinnati, OH Nov 2009 - Current 7
Managed Account Services, LLC Wayne, PA Feb 2009 - Current 7
Coastal Investment Advisors Wilmington, DE Dec 2008 - Current 8
Ohio National Life Insurance Company Cincinnati, OH Sep 2002 - Current 14
Hr&s Financial Services, LLC Philadelphia, PA Jun 2002 - Current 14
Self-employed Tax Preparer Voorhees, NJ Jan 2000 - Current 16
Heffler, Radetich & Saitta, LLP Philadelphia, PA Dec 1999 - Current 17
Boulevard Mortgage Co Of Pa Bensalem, PA Jan 2003 - Jan 2009 6
Uvest Financial Services Group, Inc. Charlotte, NC Apr 2006 - Dec 2008 2
Plymouth Advisors, LLC Philadelphia, PA Dec 2004 - Dec 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S66 NASAA Uniform Combined State Law Examination Jan 2004
Contact Info for Kurtis J. Stroemel
Phone Number: 888-657-5200
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    1,608
    ACCOUNTS
  • Average Account Value
    $187,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

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

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