Kurt R. Miller,  CFP<sup>&reg;</sup> - Financial Advisor

Kurt R. Miller, CFP®

CDFA® CRPC®

Financial Advisor

Wells Fargo Advisors

131 Continental Dr, Ste 102
Newark, DE 19713-4310
FINANCIAL ADVISOR'S WEBSITE
(302) 731-2131 CONNECT WITH Kurt
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General

Kurt Miller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Advisors in Newark, DE and the surrounding communities.

Financial Advisor Experience

After several years in financial services—with concentrations in both accounting previously and investment planning currently—I have garnered a passion for helping clients address their financial needs by tailoring strategies around each individual's specific situation. Obtaining both the CERTIFIED FINANCIAL PLANNER™ certification and Certified Divorce Financial Analyst® certification has provided me with the skills & knowledge to address the wide variety of financial concerns that clients often encounter. In addition to current and near-retirees, young professionals, and those in corporate management, I have particularly grown to enjoy strengthening clients that are in the midst of the divorce process. At one of the most emotionally demanding and pain-staking periods in a person's life, a knowledgeable financial advisor can serve as an invaluable point of contact. Whether it is corresponding with one's legal counsel, reviewing the financial aspects & implications of proposed settlements, or serving by one's side as (s)he begins a new life post-divorce, I want to be involved in each aspect of the divorce process in order to clarify the eventual financial outcome.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst®(CDFA®), Chartered Retirement Planning Counselor (CRPC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Wells Fargo Clearing Services, LLC

Broker-Dealer Disclaimer

Wells Fargo Advisors is not a legal advisor or a tax advisor. The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, 1 North Jefferson, St.Louis, MO 63103.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Getting Divorced, Employee Benefits, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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