Kurt Hoffer partnered with Summit Brokerage Services to offer his clients a greater variety of investment choices and a more comprehensive approach to servicing and communicating with his clients. This move allows Kurt to provide a greater level of service and attention to detail.
A financial professional since 1995, Kurt has the in-depth knowledge of retirement and investment planning that comes from two decades of experience guiding clients toward their financial goals. Kurt has been an independent advisor since 2006. Prior to becoming independent Kurt worked as Senior level investment advisory and support professional with Legg Mason, Merrill Lynch, First Union, and MetLife. His credentials include a Bachelor of Science degree in Management and Economics from Quinnipiac University. Kurt is FINRA Series 7 and 65 licensed and is licensed to sell and advise health and life insurance products in several states. Kurt frequently participates in ongoing continuing education programs and attends numerous seminars annually to familiarize himself with the financial industry’s latest products.