Andrew
Kurtz
Rkl Private Wealth
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About this Advisor
Andrew Kurtz is a financial advisor working out of Reading, Pennsylvania who has 4 years of relevant experience. Kurtz is on the advisory team at Rkl Private Wealth. Over the course of their career, Kurtz has held roles at Rkl Wealth Management LLC, Rkl Llp, Honeysuckle Student Apartments, Bloomsburg University, Valley National Group, Northampton Country Club and Freedom High School. Kurtz holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Pennsylvania. Rkl Private Wealth is a financial advisory firm that has its headquarters in Lancaster, PA. It has offices in six locations and a total of 33 people on staff. It handles $1 billion in assets under management among its 1,074 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 11 charities and foundations. Of its 1,074 customer accounts, 32% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically depend on which services are provided. However, fee types charged by Rkl Private Wealth can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rkl Private Wealth Brokerage Details
$1,431,852,377
33
1,074
$1,333,196
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Andrew Kurtz Work History
Andrew has been registered as a financial advisor for 4 years.*
Rkl Wealth Management LLC
Rkl Wealth Management LLC
Rkl Llp
Rkl Llp
Honeysuckle Student Apartments
Bloomsburg University
Valley National Group
Northampton Country Club
Freedom High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Kurtz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rkl Private Wealth
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Reading, PA
Lancaster, PA
Lancaster, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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