Kurt Nicholas Knoess
Investment adviser representative at M Holdings Securities, Inc.
12 yearsExperience
2 statesRegistered in
$3.2BFirm assets
26 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 fee
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
12 years in the industry.
- M Holdings Securities, Inc.Nov 2021 to now
- MassmutualSep 2019 to Oct 2021
- MML Investors ServicesSep 2019 to Oct 2021
- Foresters Advisory Services LLCAug 2018 to Jun 2019
- Foresters Financial ServicesAug 2014 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, OR).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 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
- 6339543
- Firm CRD
- 43285