Craig Kurth, financial advisor Overland Park KS
96 score

Craig Kurth

CRD Number: 1243190
Current Firm: Pcg Wealth Management

Craig Kurth (CRD# 1243190) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 34 years of experience in the finance industry. Craig 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
Pcg Wealth Advisors, Llc (dba: Pcg Wealth Management, Llc) Overland Park, KS Jan 2018 - Current < 1
Lpl Financial, LLC Overland Park, MO Jan 2017 - Current 1
V Wealth Advisors Llc (dba: V Wealth Management Llc) Overland Park, MO Jan 2017 - Current 1
Craig Kurth LLC Lees Summit, MO Apr 2015 - Current 3
Cindy And Craig, LLC Edina, MO Aug 2016 - May 2017 < 1
Various Insurance Carriers For W&r Insurance Agencies Lee's Summit, MO Mar 1984 - Dec 2016 32
Waddell & Reed, Inc. Gladstone, MO Feb 1984 - Dec 2016 32
Craig Kurth Lees Summit, MO Jun 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Feb 1997
Contact Info for Craig J. Kurth
Phone Number: (913) 323-3112
Firm Website: http://pcgstrategies.com
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Pension consulting services
Types of Clients
Registered States

AZ, FL, IL, KS, MO, NC, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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