Wayne P. Kurtz

GREEN TRAIL INVESTMENTS

Wexford, PA

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CRD#: 2521085

Professional summary

Wayne Paul Kurtz, CFP® is a registered financial advisor currently at GREEN TRAIL INVESTMENTS, LLC located in Wexford, Pennsylvania.

Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Wayne has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of business: Tax-Prepare.com, Inc. dba Carr & Associates Investment-related:Yes Address:Wexford, PA Nature: Tax consulting/Business consulting, Tax prep Position/title: President/Owner Start date:05/2000 Approximate number of hours/month:140 Number of hours you devote to the other business during securities trading hours:120 Duties:Owner Name of business: RaceTwitch.com, LLC dba Chief Goals Officer Investment-related:No Address: Wexford, PA Nature: Goals/leadership training Position/title:Owner Start date:08/2011 Approximate number of hours/month:24 Number of hours you devote to the other business during securities trading hours:20 Duties:teach goals courses

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Paul Kurtz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

February 11, 2016 - Present

GREEN TRAIL INVESTMENTS, LLC

RIA

CRD#: 282395

Wexford, PA

Past

November 22, 2002 - March 21, 2011

AON SECURITIES LLC

CRD#: 4138

CHICAGO, IL

Past

July 16, 1998 - October 28, 2002

NATHAN & LEWIS SECURITIES, INC.

RIA

CRD#: 8503

PITTSBURGH, PA

Past

July 15, 1998 - October 28, 2002

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

October 10, 1994 - July 18, 1996

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/11/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/10/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/14/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/7/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/26/1999

General Securities Principal Examination

Current Firm

GREEN TRAIL INVESTMENTS, LLC

CRD#: 282395 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/11/2016 Approved)

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Contact information

Main Address

Wexford, PA

Mailing Address

Phone number

(412) 427-4828

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	82
AUM (Assets Under Management)	$ 24,530,079

Red Flags

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Wayne P. Kurtz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Paul Kurtz's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN TRAIL INVESTMENTS, LLC

AON SECURITIES LLC

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

WS GRIFFITH SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/1996

Series 63

Date: 10/14/1994

Series 7

Date: 10/7/1994

Series 24

Date: 4/26/1999

Current Firm

GREEN TRAIL INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREEN TRAIL INVESTMENTS, LLC

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