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KJ

Kurt H. Johansson

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CRD#: 708249
KJ

Professional summary


Kurt H Johansson was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Kurt is a previously registered financial professional and started their career in finance in 1980. Prior to being barred, Kurt had worked at 3 firms, which includes AMERICAN FAMILY SECURITIES LLC, PFS INVESTMENTS INC., ADVANTAGE CAPITAL CORPORATION.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 24, 2005 - November 22, 2006

AMERICAN FAMILY SECURITIES, LLC

BD
CRD#: 104433
POCATELLO, ID
Past

February 14, 1983 - October 16, 1984

PFS INVESTMENTS INC.

BD
CRD#: 10111
Past

May 8, 1980 - April 19, 1984

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/31/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/3/1980
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


AF
AMERICAN FAMILY SECURITIES, LLC
AMERICAN FAMILY SECURITIES, LLC

CRD#: 104433 / SEC#: , 8-52899

BD
Terminated by SEC on 05/10/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 07/13/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AMERICAN FAMILY MUTUAL INSURANCE COMPANYSOLE MEMBER
DENNY, MAUREEN LINETTEPRESIDENT4710109
DENNY, MAUREEN LINETTEVP PRODUCT4710109
GRASEE, KARI ELIZABETHTREASURER4611618
GRASEE, KARI ELIZABETHCHIEF FINANCIAL OFFICER4611618
HAUGLAND, SUSAN MARJORIECHIEF COMPLIANCE OFFICER4398697
HOLMAN, DAVID CLIFFORDDIRECTOR5890029
HOLMAN, DAVID CLIFFORDSECRETARY5890029
KELLY, DANIEL JAMESDIRECTOR4279218

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.

Company Information


AMERICAN FAMILY SECURITIES, LLC

CRD#: 104433

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