Kurt Donald Haberer
Investment adviser representative at Raymond James Financial Services Advisors, Inc
26 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2021 to now
- Raymond James Financial ServicesApr 2021 to now
- Donald J Patricia A Haberer Revocable TrustJan 2017 to now
- Clay County Educational Endowment AssociationAug 2015 to now
- City of Clay Center, Ks Planning Commission/board of Zoning AppeJan 2010 to now
- Haberer Properties LLCAug 2008 to now
- Haberer Appraisal ServiceMar 2004 to now
- Various Insurance Carriers for W & R Insurance AgenciesDec 2000 to Apr 2021
- Waddell & Reed, IncDec 2000 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 4325295
- Firm CRD
- 149018