Kurt is the Branch Manager and Senior Partner of Wealth Management Partners, LLC office in Hamilton, NJ. He offers 25 years of experience in the financial services industry to his clients.
Kurt joined LPL Financial in April of 2006. Since joining LPL Financial, he has been recognized each year as a top-tier financial advisor based on an annual production ranking. In 2015, he has been once again named to the LPL Financial Directors Club, which is awarded to less than 20% of all LPL Financial Advisors.
Also in 2015, he received an award from Five Star Professional, a market-specific research firm that identifies outstanding reputable and trustworthy professionals in wealth management. He is among fewer than 4% of financial advisors in New Jersey to receive this recognition.*
Kurt began his career as a Senior Associate with UBS/PaineWebber (1988-1999) in Princeton, NJ. In 1999, he joined Wachovia Securities (1999-2006) as a Vice President-Investments in their Lawrenceville, NJ office.
He works closely with his clients, providing the highest level of personal service to help them work towards their current and long term financial goals. Through LPL Financial, he is proud to offer his clients an array of unbiased and non-proprietary investment strategies and products.
Kurt holds the following securities and insurance licenses which allow him to offer many investment strategies to his clients. Securities Registrations through LPL Financial: Series 7, 24, 65. Commodity License: Series 31. Insurance Licenses: Life and Health Insurance.
He is a graduate of Rider University, Lawrenceville, NJ where he earned a Bachelor of Science in Business Administration, Kurt is an active member of the Financial Services Institute which is dedicated to protecting and advancing the value of the independent broker-dealer and independent financial advisor. Kurt is an active member of the Northern Burlington Chamber of Commerce and the Bordentown Elks Lodge 2085.
Kurt resides in Columbus, NJ with his wife of 25 years, Jill and their children, Ryan and Liza. In his spare time he enjoys many outdoor activities, including basketball, softball, tennis and snowboarding.
Phone: (609) 585-2425
Fax: (609) 585-2427
*The Five Star Professional "Five Star Wealth Manager" award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers.