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Kurt D Halvorson

Investment adviser representative at Nisa Investment Advisors, LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$343.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. Nisa Investment Advisors, LLCJan 2025 to now
  2. Western AssetJul 2010 to Jan 2025

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003

State registrations

Registered as an investment adviser representative in 1 state (MO).

Nisa Investment Advisors, LLC

$343.9BAssets managed
440Clients
82Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4202334
Firm CRD
107313
Advisor's SEC record (opens in a new tab)
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