Kurtis Glen Parde

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2018 → 07/2021
  Ameriprise Financial Services, Inc
  Albany, NY
• 07/2012 → Present
  Kurt Parde Landscape Design
  Athens, NY
• 07/2021 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2018 → 07/2021
  Ameriprise Financial Services, Inc
  Albany, NY

Other Businesses

1. Owner, Kurt Parde Landscape Design; Located in Athens, NY, as of 01/01/2012; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Fixed insurance sales; as of 08/02/2021; 4% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner of rental property located in Athens, NY; as of 12/01/2023; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-22
• S65 Uniform Investment Adviser Law Examination
  2018-12-31