Kurt Ryan Davis

How the firm charges

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

Services the firm offers

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

• Financial planning
• Portfolio management
• Pension consulting

Experience

17 years in the industry.

1. United Planners' Financial Services of America A Limited PartnerJan 2025 to now
2. United Planners Financial ServicesJan 2025 to now
3. Ramblers IncOct 2021 to now
4. Kurt DavisAug 2021 to now
5. Lexicon Tax StrategiesJun 2021 to now
6. New Possibilities Medicare SolutionsJun 2019 to now
7. New Possibilties Financial GroupJun 2019 to now
8. New Possibilties Medicare SolutionsJun 2019 to now
9. Davis Holdings, LLCJan 2009 to now
10. Ameritas Advisory Services, LLCSep 2022 to Jan 2025
11. Ameritas Investment Company, LLCSep 2022 to Jan 2025
12. Ameritas Life Insurance CompanySep 2022 to Jan 2025
13. Regal Investment Advisors, LLCAug 2021 to Sep 2022
14. Regulus Financial Group, LLCAug 2021 to Sep 2022
15. Equity Services, Inc.Jun 2019 to Jan 2021
16. National Life GroupJun 2019 to Jan 2021
17. Atkinson Insurance GroupMay 2019 to Sep 2022
18. MML Investors Services, LLCJan 2018 to Jun 2019
19. Mass Mutual Life Insurance CoDec 2017 to Jun 2019
20. Pruco Securities, LLCJun 2016 to Nov 2017
21. The Prudential Insurance Company of AmericaJun 2016 to Nov 2017

Exams passed

• Series 63 · Uniform Securities Agent State Law2002
• Series 65 · Uniform Investment Adviser Law2017

State registrations

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

United Planners' Financial Services of America A Limited Partner

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

4485309

Firm CRD

20804