Kurt W. Angstadt
Professional summary
Kurt Wayne Angstadt, CFP®, who also goes by Kurt Angstadt, is a registered financial advisor currently at K WEALTH ADVISORS located in Berwyn, Pennsylvania.
Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kurt has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Wayne Angstadt's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
March 30, 2020 - Present
K WEALTH ADVISORS
April 3, 2017 - February 28, 2020
SENSENIG CAPITAL ADVISORS, INC.
October 28, 2014 - March 22, 2017
NEWBRIDGE WEALTH MANAGEMENT
April 10, 2012 - September 19, 2014
CRESAP, INC.
March 7, 2007 - October 31, 2011
VANGUARD ADVISERS, INC.
November 25, 2003 - October 31, 2011
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/30/2020)
Exams
Current Firm
K WEALTH ADVISORS
CRD#: 307978 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 86 |
| AUM (Assets Under Management) | $ 38,263,684 |
Red Flags
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