Kurt Von Buettner

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 01/2019
  Swbc Investment Services Llc
  San Antonio, TX
• 05/2015 → 01/2019
  Swbc Investment Company
  San Antonio, TX
• 01/2019 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2015-05-12 → 2019-01-17
  Swbc Investment Company
  San Antonio, TX
• 2004-08-09 → 2015-05-08
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-06
• S63 Uniform Securities Agent State Law Examination
  2003-07-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kurt Thomas Von Buettner