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Kurt Walker Lofgren

JONATHAN ROBERTS ADVISORY GROUP, INC.·TAMPA, Florida
Series 24Series 7SIE
Unclaimed Profile
4301 ANCHOR PLAZA PARKWAY, TAMPA, FL 33634CRD# 3048472Firm CRD# 112294
01

About

Kurt Walker Lofgren is a registered financial advisor based in TAMPA, Florida, affiliated with JONATHAN ROBERTS ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
JONATHAN ROBERTS ADVISORY GROUP, INC.
J. W. COLE ADVISORS, INC.
AUM
$5.7B
Regulatory assets under management
Employees
512
Total firm employees
View all advisors at JONATHAN ROBERTS ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3048472
Firm CRD# 112294
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kurt Walker Lofgren offer?
Kurt Walker Lofgren specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Kurt Walker Lofgren's credentials?
Kurt Walker Lofgren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Walker Lofgren located?
Kurt Walker Lofgren is based in TAMPA, Florida, working with JONATHAN ROBERTS ADVISORY GROUP, INC.. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Kurt Walker Lofgren charge for services?
Kurt Walker Lofgren's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JONATHAN ROBERTS ADVISORY GROUP, INC.?
JONATHAN ROBERTS ADVISORY GROUP, INC. has approximately 512 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in FloridaNational Fee Analysis
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