Kurt Smith

Kurt Duane Smith

Financial Advisor

  • CFA®
  • CLTC
  • RICP®
FINRA BrokerCheck
100 E Wisconsin Ave, Ste 2300
Milwaukee, WI 53202
414-615-2919 Visit my website Back to Advisors in Wisconsin

About my practice

Do you know who is managing your investments and taking care of your finances? It is very important to partner with an advisor with the appropriate credentials, breadth of experience and the fiduciary responsibility to put your interest first. Kurt Smith is a CFA charter holder, and holds his Series 7 & 63 FINRA registrations. He lives in Milwaukee and is licensed to practice in 13 states.

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