KS
Kurt J. Skvarla
KESTRA ADVISORY SERVICES
Mars, PA 16046
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CRD#: 5676100
KS
Professional summary
Kurt James Skvarla, CFP®, who also goes by Kurt Skvarla, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Mars, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Irwin, Pennsylvania.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kurt has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kurt Skvarla
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: K2 WEALTH MANAGEMENT, LLC, INVT RELATED, GIBSONIA, PA, 100% OWNERSHIP, START DATE 5/1/2022, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. Name: BECKER WEALTH MANAGEMENT POSITION: RR & GSP NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2022 ADDRESS: 7011 Crider Rd, Suite 101, Mars PA 16046 DESCRIPTION: RR & GSP Name: KESTRA ADVISORY SERVICES, LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR Name: VERSAVAULT RETAIL, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/2025 ADDRESS: 298 Airport Rd, Mt Pleasant PA 15666, United States DESCRIPTION: No major involvement anticipated. Initial monetary investment ($125,000) with 3 potential add-ons (for a total investment of up to $800,000. Involved in quarterly board meetings. No day-to-day involvement. Name: K2 VENTURES LLC POSITION: Sole owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2025 ADDRESS: 100 Pennsylvania Ave, Suite 4, Irwin PA 15642, United States DESCRIPTION: buy and sell properties. review monthly activity reports. no day-to-day involvement
CRS (Client Relationship Summary) - RIA
Click below to view Kurt James Skvarla'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®
Start date: 2013
Experience
Current
November 8, 2022 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 7011 Crider Rd Suite 101, Mars, PA 16046Office #2: 100 Pennsylvania Ave Suite 4, Irwin, PA 15642RIA
CRD#: 283330
Mars, PA
Current
November 8, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 100 Pennsylvania Ave Suite 4, Irwin, PA 15642Office #2: 7011 Crider Road Suite 101, Mars, PA 16046BD
CRD#: 42046
Irwin, PA
Past
December 2, 2015 - November 14, 2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
MARS, PA
Past
December 2, 2015 - November 14, 2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
MARS, PA
Past
August 22, 2012 - December 11, 2015
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
CANONSBURG, PA
Past
October 1, 2010 - December 11, 2015
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
CANONSBURG, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(11/8/2022)
RR
Colorado(11/8/2022)
RR
Connecticut(8/9/2023)
RR
Delaware(2/6/2024)
RR
Florida(11/8/2022)
RR
Georgia(11/8/2022)
RR
Indiana(2/23/2024)
RR
Kentucky(11/8/2022)
RR
Maryland(11/8/2022)
RR
Michigan(11/8/2022)
RR
Nebraska(2/6/2024)
RR
Nevada(11/8/2022)
RR
New Jersey(11/8/2022)
RR
New York(1/25/2024)
RR
North Carolina(11/15/2022)
RR
Ohio(11/8/2022)
RR
Pennsylvania(11/8/2022)
IAR
Pennsylvania(11/8/2022)
RR
South Carolina(11/8/2022)
RR
Tennessee(6/3/2024)
RR
Texas(6/25/2024)
IAR
Texas(6/26/2024)
RR
Utah(11/8/2022)
RR
Virgin Islands(11/8/2022)
RR
Virginia(11/8/2022)
RR
Washington(11/8/2022)
RR
West Virginia(11/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
