Kurt
Koke

Prospera Financial Services, Inc

CRD#1474986
Investment Advisor
in Hurst, TX

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About this Advisor

Kurt Koke is a financial advisor working in Hurst, Texas with 15 years of industry experience. Koke currently works for Prospera Financial Services, Inc. They have spent all of their employment at Prospera Financial Services, Inc. Koke maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Prospera Financial Services, Inc is a financial advisory firm headquartered in Dallas, TX. The investment advisory business has offices in 105 locations and a total of 242 financial advisors. It oversees $6 billion in assets between its 18,852 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 76 charitable organizations. Of its 18,852 customer accounts, 34% are associated with high-net-worth investors who have more than $1 million in assets. The firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which service is provided. However, fees charged by Prospera Financial Services, Inc most likely are comprised of some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

1845 Precinct Line Rd Suite 101
Hurst, TX 76054

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Prospera Financial Services, Inc Brokerage Details

Total Assets Under Management

$5,921,456,412

TX Average: $3,042,739,679
Total Number of Employees

242

TX Average: 49
Total Number of Accounts

18,852

TX Average: 2,315
Average Account Size

$314,102

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kurt Koke Work History

Kurt has been registered as a financial advisor for 15 years.*

2004 - Present (20 years)

Prospera Financial Services, Inc

*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 Kurt Koke 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 Prospera Financial Services, Inc

Mark Eriksen
Clarkston, MI
Tyler Lewis
Colchester, CT
John Crook
Macon, GA
Caryn Borden
Dallas, TX
Jeremy Day
Dallas, TX
Zachary Menking
Dallas, TX
Jonathan Fuimaono
Buckeye, AZ
James Baltzersen
Crown Point, IN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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