Kurt Haibach
Kurt Haibach is a registered investment advisor at Cetera Investment Advisers LLC, based in Erie, PA, with 31 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1849 W 8th St, Erie, PA, 16505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kurt sells fixed insurance products, including life, health, and annuities, dedicating about 10-20% of his time. He is also a partner/financial professional at Gary B. Haibach & Associates, spending about a quarter of his time, and owns an office building, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations14 states
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