Kurt GutmanCRD Number: 2839761
Current Firm: Compass Financial Advisors LLC
Kurt Gutman (CRD# 2839761) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 22 years of experience in the finance industry.
Ami Investment Management Inc.
Capstone Advisors, LLC
Creative Financial Designs, Inc.
|Harbour Investments, Inc.||Madison, WI||May 2016 - Current||3|
|Securities America, Inc.||Fort Wayne, IN||Jul 2015 - Current||4|
|Compass Financial Advisors||Ft. Wayne, IN||Jun 2009 - Current||10|
|Fintegra, LLC||Minneapolis, MN||Jun 2009 - Jul 2015||6|
|J.j.b. Hilliard, W.l. Lyons, Inc.||Fort Wayne, IN||Aug 2000 - Jun 2009||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management190MILLIONS
Total Number of Accounts995ACCOUNTS
Average Account Value$190,710
- A percentage of assets under your management
- Hourly charges
- 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)
FL, IA, IL, IN, KY, MI, MN, NC, NH, OH, TX
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