Marty Kurtz, CFP®
Moline, Illinois, 61265
Member Since 2005
The Planning Center believes the financial planning process is the most effective catalyst for change in your financial life, and is primarily a financial planning firm, widely respected for practicing grounded philosophies. Our processes are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client’s financial plan according to their values, goals, and circumstances. Over time, the advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach blends both life and money decisions to continuously develop both financial security and true peace of mind.
My Location
Background Information
Years of Financial Experience
- 15
Education
- Gustavus Adolphus College (3)
- University of Iowa (1)
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Association
- NAPFA
- AIFA
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Trust Company of America
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Quarterly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 118994
- Securities Registrations: None
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: The Planning Center, Inc.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Illinois
- Iowa
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review, Business Planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, First Step Cash Management
Client Investment Services
- REITS, Index Funds
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Services: Tax Planning, Tax Efficient Investing
Visit Website - http://www.theplanningcenter.com
