Kurt Smith

Kurt Duane Smith

Financial Advisor

  • CFA®
  • RICP®
  • CLTC®
FINRA BrokerCheck
100 E Wisconsin Ave, Ste 2300
Milwaukee, WI 53202
414-615-2919 917-701-9870 Visit my website

About my practice

A forward-thinking adviser focused on delivering premium value. We design solutions that align with your objectives. We seek to achieve goals in a transparent and tax efficient manner. We understand clients’ needs are complexed and always changing. We are agile in meeting the evolving demands and proactive in our recommendations to provide better outcomes for clients.

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