KH
KH

Kurt Haberer

25 Years of Experience
Clay Center, KS
Broker

Kurt Haberer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clay Center, KS, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

719 5th Street, Clay Center, KS, 67432

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kurt is an independent contractor as a financial advisor for Beyond Wealth Advisors, dedicating about half his time to this role. He also serves as Chairman of the City of Clay Center Planning Commission, owns Haberer Appraisal Service, and manages Haberer Properties LLC.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Waddell & Reed
March 2001 - April 2021 · 20 yrs 1 mo
Waddell & ReedBroker
February 2001 - April 2021 · 20 yrs 2 mos
State Registrations12 states
ALCACODEFLGAKSMONEOKTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kurt Haberer - Financial Advisor | TrueAdvisor