KV
CFP
KV
CFP

Kurt Vitense

21 Years of Experience
Coralville, IA
BrokerSells Insurance

Kurt Vitense is a CFP-designated registered investment advisor, based in Coralville, IA, with 21 years of industry experience.

Location

2229 E Grantview Lane, #1, Coralville, IA, 52241

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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 ActivitiesSells Insurance

Kurt is an advisory representative of a RIA, a high school baseball coach, an independent insurance agent, and co-owner of a fitness club. He also dedicates a significant amount of time as a partner at Financial Integrators, a DBA name, and co-owns several LLCs.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
May 2020 - Present · 6 yrs 2 mos
Cambridge Investment Research, INC.Broker
May 2020 - Present · 6 yrs 2 mos
Previous Registrations
Voya Financial Advisors, INC.
February 2009 - May 2020 · 11 yrs 3 mos
Voya Financial Advisors, INC.Broker
June 2004 - May 2020 · 15 yrs 11 mos
State Registrations24 states
AKAZCACOFLGAHIIAILKSMIMNNCNDNENJNVNYOKORSDTXWAWI
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 Vitense - Financial Advisor | TrueAdvisor