KK
Kurt Klobassa
BENCHMARK FINANCIAL
Allen, TX
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CRD#: 7835336
KK
Professional summary
Kurt Klobassa is a registered financial advisor currently at BENCHMARK FINANCIAL located in Allen, Texas.
Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kurt has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Klobassa'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®
NoneExperience
Current
November 28, 2023 - Present
BENCHMARK FINANCIAL
RIA
CRD#: 314535
Allen, TX
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
Iowa(11/28/2023)
Current Firm
BENCHMARK FINANCIAL
BENCHMARK FINANCIAL | BENCHMARK FINANCIAL, LLC
CRD#: 314535 / SEC#:
Iowa
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Contact information
Main Address
2616 Orchard Drive Ste C-1, Cedar Falls, IA 50613
Mailing Address
Phone number
(319) 727-8383
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 26,213,177 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
