KB
KB

Kurt Allen Berry

23 Years of Experience
3 DisclosuresSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
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Location

707 E Elk Ave, Ste 2, Elizabethton, TN, 37643

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2024
Final
Customer Dispute
November 2023
Pending
Employment Separation After Allegations
July 2005
Other Business ActivitiesSells Insurance

Kurt is the owner and financial health coach at Stillwater Financial, LLC. He sells life, disability, property & casualty, and health insurance, working with families to implement financial and insurance strategies, taking about half of his time.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
First Advisors National, LLC
July 2022 - January 2025 · 2 yrs 6 mos
Vanderbilt Advisory Services
November 2019 - July 2022 · 2 yrs 8 mos
Vanderbilt Securities, LLCBroker
November 2019 - July 2022 · 2 yrs 8 mos
Regulus Advisors, LLCBroker
October 2016 - November 2019 · 3 yrs 1 mo
Regal Investment Advisors LLC
October 2016 - November 2019 · 3 yrs 1 mo
Wisconsin Financial Advisors, LLC
June 2011 - June 2013 · 2 yrs
On Investment Management CO
May 2011 - October 2016 · 5 yrs 5 mos
The O.N. Equity Sales CompanyBroker
May 2011 - October 2016 · 5 yrs 5 mos
MML Investors Services, LLCBroker
July 2005 - May 2011 · 5 yrs 10 mos
MML Investors Services, LLC
July 2005 - May 2011 · 5 yrs 10 mos
Prudential Financial Planning Services
December 2003 - August 2005 · 1 yr 8 mos
Pruco Securities, LLC.Broker
April 2003 - August 2005 · 2 yrs 4 mos
Edward JonesBroker
August 2002 - March 2003 · 7 mos
State Registrations5 states
CAIAMNTNTX
Advisor
Exams
No exam information available for this advisor.
Kurt Allen Berry - Financial Advisor | TrueAdvisor