Kurt Anderson CFP® ChFC® CLU® LTCP CASL®* MSFS
Professional Experience:
Kurt is a Financial Professional with over 25 years of experience. He has spent the majority of his career helping families, seniors and business owners reach their financial goals. He’s also given back to the industry through his work as Past-President of the Tampa chapter of the National Association of Financial Advisors. In his current role, Kurt is using his vast knowledge and experience to train and mentor other Financial Professionals.
Kurt and his wife, Ruth, have been married since 1976 and reside in the Carrollwood area of Tampa. They have two grown daughters and one grandson. They enjoy visiting their children and grandchild in Virginia, family vacations at the beach, and taking long cruises.
Credentials:
- Certified Financial Planner™ Certification
- Chartered Financial Consultant
- Chartered Life Underwriter
- Long-Term Care Professional
- Chartered Advisor for Senior Living*
- Master of Science in Financial Services
- General Securities Representative – Series 7 and 63
- Investment Advisor Representative – Series 65
- Life, Health and Variable Annuity Insurance Agent
- Bachelor of Arts – Ohio University
Professional Services offered at OMNI Financial Services:
Business
- Business Succession Strategies
- Business Valuation Analysis
- Buy/Sell Agreements and Funding Strategies
- Executive Compensation and Incentive Plans
- Key Employee Protection and Retention Strategies
- Employee Benefits
- Business Retirement Plans
Personal
- Family Protection Strategies
- Risk Management
- Financial Planning
- Retirement Plans
- Investment Strategies and Wealth Management
- Education Funding
- Estate Planning
- Charitable and Gifting Strategies
*Source: The American College
Kurt Anderson is a registered office staff member with Securian Financial Services, Inc 3865375DOFU10/21
