Kurt Berry Email & Phone Number
Financial Advisor
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Kurt Berry Location
- Elizabethton, TN, US
Kurt Berry Work
- 2019 -now Financial Advisor @ Stillwater Financial, LLC
- 2018 -2019 Financial Health Coach @ Stillwater Financial, LLC
- 2016 -2018 Financial Health Coach @
- 2015 -2016 Financial Health Coach @ Stillwater Financial
- 2011 -2014 Financial and Insurance Consultant and Advisor @
- 2005 -2011 Financial Advisor @ Platinum Wealth Management
- 2008 -2011 Sales Manager and Financial Advisor @
- 2003 -2005 Financial Services Associate @
- 2002 -2003 Financial Advisor @
- 2001 -2002 Distribution Supervisor @
Kurt Berry Education
- Indiana Wesleyan University
BSBA (Business, Finance, Computers)
1997-1999 - Purdue University
(Certificate in Computer Technology)
1994-1995 - Rock Valley College
AAS (Electrical Engineering Technology)
1988-1993 - Rockford East
High School Graduate (College/University Preparatory and Advanced High School/Secondary Diploma Program)
1984-1988
Kurt Berry Skills
- Fixed Annuities
- Retirement Income Strategies
- Whole Life
- Estate Planning
- Budgets
- Strategic Financial Planning
- Management
- Marketing
- Investments
- 401k
- Problem Solving
- Income Protection
- Retirement Planning
- Disability Insurance
- Financial Advisory
- Leadership
- Variable Annuities
- Term Life Insurance
- Wealth Management
- Asset Allocation
- Insurance
- Annuities
- Finance
- Public Speaking
- Coaching
- Financial Planning
- Portfolio Management
- Life Insurance
- Insurance Planning
- Mutual Funds
- Investment Strategies
- IRAs
Kurt Berry Summary
- Kurt Berry, based in Elizabethton, TN, US, is currently a Financial Advisor at Stillwater Financial, LLC. Kurt Berry brings experience from previous roles at Stillwater Financial, LLC, Regal Financial Group, Stillwater Financial and KAB Financial Solutions. Kurt Berry holds a 1997 - 1999 BSBA in Business, Finance, Computers @ Indiana Wesleyan University. With a robust skill set that includes Fixed Annuities, Retirement Income Strategies, Whole Life, Estate Planning, Budgets and more. Kurt Berry has 3 emails on RocketReach.
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