Kurt
Maher

Lpl Financial LLC

CRD#2516942
Investment Advisor
in West Des Moines, IA

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About this Advisor

Kurt Maher is an advisor in West Des Moines, Iowa. Currently a registered investment advisor at Lpl Financial LLC, Maher has 13 years of practice as an investment advisor. Maher has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Maher is registered to act as a financial advisor in Iowa, Minnesota, Missouri and Nebraska. Over the course of their career, Maher has held roles at Invest Financial Corporation and Lpl Financial LLC. Lpl Financial LLC is headquartered in West Des Moines, Iowa, and has 8,011 other brick-and-mortar locations in the United States. Overall, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and employs more than 22,703 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Lpl Financial LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4400 Westown Pkwy Ste 301
West Des Moines, IA 50266

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

IA Average: $16,012,751,954
Total Number of Employees

22,790

IA Average: 118
Total Number of Accounts

786,525

IA Average: 4,567
Average Account Size

$202,281

IA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kurt Maher Work History

Kurt has 13 years of experience.

2018 - Present (1 year)

Lpl Financial LLC

2005 - Present (14 years)

Invest Financial Corporation

Disclosures

Kurt Maher has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

An Wetter
Fort Mill, SC
Thomas Graffeo
Pasadena, CA
George Klebart
Farmington, CT
Robert Norman
Birmingham, AL
Thomas Tulaney
Kingston, PA
Cameron Hubbard
Crystal Lake, IL
Ross Shull
Harrisonburg, VA
Lauren Gage
Huntington Beach, CA

This content was compiled from the SEC and FINRA.

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