Kurt J. Poling
Managing Director - Investments
Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)About Kurt
As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... [One thing I want my clients to know about me is:] I've been helping families build wealth for over 30 years. I enjoy building lasting relationships and truly understanding each client's unique goals.
Areas of focus
Credentials & background
Designations
Licenses
Education
Bachelor of Arts - Business Management Moravian University (1989)
Clients served
Registered in
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia