Kurt Guth
Kurt Guth is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Topeka, KS, with 12 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
5301 SW 7th St., Topeka, KS, 66606
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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 is the owner/shareholder and CEO of American Tax Service, Inc., dedicating significantly more than full-time hours to this role. He is also a part owner/member of ATSFS, LLC, which sells insurance policies, and an independent insurance agent. He also spends a few hours per week as an advisory rep of a RIA, and minimal time as a shareholder and board member of ASA Marketing Group, Inc., and a partner in JKW Properties, LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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