Kurt Fetter (CRD# 5459605) is an Investment Advisor Representative working at Mha Financial Corp in Williamsville, NY and has over 15 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Four Points Capital Partners | New York, NY | Jul 2019 - Current | 4 |
| Four Points Insurance Agency LLC | New York, NY | Jul 2019 - Current | 4 |
| Mha Financial Corp | New York, NY | Jul 2019 - Current | 4 |
| Zenith Capital | Williamsville, NY | Jul 2019 - Current | 4 |
| Bank Of America, N.a. | Williamsville, NY | Feb 2016 - Jul 2019 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville, NY | Nov 2015 - Jul 2019 | 3 |
| Custom Wealth Advisors | Williamsville, NY | Jul 2014 - Nov 2015 | 1 |
| Fetter Agency Inc. | Clarence, NY | Apr 2014 - Nov 2015 | 1 |
| Pro Medicus Wealth Management | Williamsville, NY | Apr 2014 - Nov 2015 | 1 |
| Lincoln Sparrow Advisors | Williamsville, NY | May 2013 - Nov 2015 | 2 |
| United Planners' Financial Services | Scottsdale, AZ | May 2013 - Nov 2015 | 2 |
| The Northwoods Corp | Williamsville, NY | Sep 2006 - Nov 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
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Total Assets Under Management85MILLIONS
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Total Number of Accounts126ACCOUNTS
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Average Account Value$673,884
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
FL, MA, NJ, NY, TX
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