Kurt Baldry
Kurt Baldry is a registered investment advisor at Ausdal Financial Partners, INC., based in Ostego, MN, with 39 years of industry experience. Kurt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
Ostego, MN
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2024Customer Dispute
August 2022Customer Dispute
April 2022Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Kurt sells various insurance products to clients as an insurance agent since 1976. He dedicates minimal time to this activity, mostly during trading hours.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Workman Securities Corporation
Workman Securities CorporationBroker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
New England SecuritiesBroker
Aal Distributors INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.