Best Investors Account Sign in
Inactive

Kurt D Halvorson

Nisa Investment Advisors, LLC

St. Louis, MO

CRD 4202334

Claim This Profile
Employer firm

Nisa Investment Advisors, LLC CRD 107313

$344B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • MODEL DELIVERY

From the firm’s Form ADV. Read the guides:

Current Employers
Nisa Investment Advisors, Llc

7676 Forsyth Blvd Suite 1100, St. Louis, MO 63105-4141 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-01-10
  • MO RA
    APPROVED
    Since 2025-01-10

Branch Locations

7676 Forsyth Blvd Suite 1100, St. Louis, MO 63105-4141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Western Asset Pasadena CA 07/2010 01/2025
Nisa Investment Advisors, Llc St. Louis MO 01/2025 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-11-04
  • S63 Uniform Securities Agent State Law Examination
    2003-11-04
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

More in St. Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor