Kurt
Triebold

Independent Advisor Alliance, LLC

CRD#3165391
Investment Advisor
in Delafield, WI

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About this Advisor

Kurt Triebold is a financial advisor based in Delafield, Wisconsin, working with Independent Advisor Alliance, LLC. Kurt has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Kurt Triebold Rentals, Independent Advisor Alliance, LLC, and Lpl Financial, LLC. Kurt has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Wisconsin. Currently, Kurt is part of Independent Advisor Alliance, LLC, which operates out of Delafield, Wisconsin. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2301 Sun Valley Drive Suite 202
Delafield, WI 53018

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$12,826,908,245

WI Average: $3,625,019,099
Total Number of Employees

230

WI Average: 22
Total Number of Accounts

52,309

WI Average: 1,917
Average Account Size

$245,214

WI Average: $1,890,985

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kurt Triebold Work History

2017 - Present (7 years)

Independent Advisor Alliance, LLC

2017 - Present (7 years)

Lpl Financial, LLC

1999 - 2017 (18 years)

Various Insurance Carriers For W&R Insurance Agencies

1998 - 2017 (19 years)

Waddell & Reed, Inc

1993 - 2016 (23 years)

Kurt Triebold Rentals

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kurt Triebold 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 Independent Advisor Alliance, LLC

Peter Metcalf
South Portland, ME
Timothy Scanlan
Sussex, WI
William Mc Keithan
Southport, NC
Jessica Sexton
Charlotte, NC
Jana Burke
Atlanta, GA
Nicholas Wendt
Richfield, WI
Charles White
Roanoke, VA
Montague Boyd
Atlanta, GA

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