Echelon Wealth Strategies
Kurt R Bogseth
Wealth Management Advisor|CFP®, RICP®, CLU®, ChFC®, CASL®
Personal
Kurt originally came to Iowa to attend Grand View University. He fell in love with Central Iowa and decided to make it his home. Kurt joined Northwestern Mutual in June of 2000. He has dedicated his career to help others create a vision and a plan for their financial futures.
Kurt met his wife, Kristi, a lifelong resident of Ankeny, and they were married in 2004.
Kurt and Kristi live in Ankeny, with their very active children, Brandon and Zoey. When they are not watching the kids play competitive sports, driving them to practice, or coaching their teams, you can find them at home recovering and spending time with their dogs Barkley and Rizzo.
The Bogseth's have been fortunate enough to be able to support the following organizations:
- Alex's Lemonade Stand Foundation for Childhood Cancer
- Cystic Fibrosis Foundation - New Leaders
- Grand View University
- Iowa Chiropractic Society
- National Ovarian Cancer Coalition
Professional
Associations and Memberships
Professionally, I have qualified for the Million Dollar Roundtable several years, I'm a member of the Central Iowa Society of Financial Services Professionals (FSP), NAIFA - the National Association of Insurance and Financial Advisors, IAIFA - Iowa Association of Insurance and Financial Advisors, and NAIFA - Des Moines, and member of the Des Moines Estate Planning Group.
I served on the Board of the Central Iowa Society of FSP and was the President for 2013-2014 chapter year.
I have earned several designations including the CFP® certification, CLU®, ChFC®, CASL®, REBC®, RHU® and RICP®.
- CFP® CERTIFIED FINANCIAL PLANNER®
- RICP® Retirement Income Certified Professional
- CLU® Chartered Life Underwriter
- ChFC® Chartered Financial Consultant
- CASL® Chartered Advisor for Senior Living
- REBC® Registered Employee Benefits Consultant
- RHU® Registered Health Underwriter
Awards and Recognition
- Forbes Best-In-State Wealth Advisor 2025
- Forbes Best-In-State Top Financial Security Professional 2022 & 2023
- Million Dollar Round Table Qualifying Member 2008-2016
- Million Dollar Round Table Qualifying/Life Member 2017-2019
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
Check out the Forbes article below featuring Kurt Bogseth, discussing why annuities can be a good choice for retirement.
| Forbes "Best-in-State Wealth Advisors" list (April 2025), based upon data as of 6/30/2024. Forbes Best-in-State Top Financial Security Professionals list (July 2023, July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK® Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. |
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Children's Cancer Connection
Children’s Cancer Connection’s mission is to connect Iowa families affected by childhood cancer by providing opportunities that encourage relationships and strengthen community. Through generous fundraising and donor efforts, CCC provides educational resources, support outings, camp programs, events and other outreach to more than 750 Iowa families at no cost to them.
Coaches vs. Cancer
For over 30 years, the Coaches vs. Cancer program, in collaboration with the National Association of Basketball Coaches, has united coaches and fans nationwide to help the American Cancer Society defeat a common enemy – cancer. With your passion and dedicated support, the impact has been felt in communities nationwide. Through fundraising and education initiatives, the Coaches vs. Cancer program has supported the American Cancer Society in our efforts to save lives from cancer in the US and worldwide. The battle isn’t over, and we need you on our team. Whether you’re a coach, player, or fan –you can join us in our fight against cancer. Learn more about our Coaches vs. Cancer Coaches Council.
