Craig Joseph Kurth
Advisor at PCG Wealth Management — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
42 years
Location
Overland Park, KS 66211
PCG Wealth Management
Team
Craig Kurth is a financial advisor with PCG Wealth Management in Overland Park, KS, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including long tenures at Waddell & Reed, Inc. and various insurance carriers, and has operated his own advisory business, Craig Kurth LLC, since 2015. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach utilizing diversified mutual funds and ETFs, with specialized retirement-plan fiduciary services.
Based on PCG Wealth Management
Based on PCG Wealth Management
Financial planning fixed fees up to $10,000; retirement plan consulting flat fees as negotiated
up to 1.60% annually
Certain advisory representatives earn commissions from securities transactions and insurance product sales separately from advisory fees
Financial planning services up to $500 per hour; retirement plan consulting services up to $400 per hour
Fee-only: Investment advisory fees up to 1.60% annually, negotiable; financial planning fees up to $500 per hour or fixed fees up to $10,000; retirement plan consulting fees up to 1.6% annually, hourly up to $400, or flat fee, negotiable
Overland Park, KS
5700 W. 112th Street, Suite 120
Overland Park KS 66211
Advisors at this office
9
Kansas · Missouri · Texas
42 years of industry experience
PCG Wealth Advisors, LLC (DBA: PCG Wealth Management, LLC)
2018 - Present • 8 years
Overland Park, KS
LPL Financial, LLC
2017 - Present • 9 years
Overland Park, KS
V Wealth Advisors LLC (DBA: V Wealth Management LLC)
2017 - 2017 • 1 year
Overland Park, MO
Cindy and Craig, LLC
2016 - 2017 • 1 year
Edina, MO
Craig Kurth LLC
2015 - Present • 11 years
Lees Summit, MO
Various Insurance Carriers For W&R Insurance Agencies
1984 - 2016 • 32 years
Lee's Summit, MO
Waddell & Reed, INC.
1984 - 2016 • 32 years
Gladstone, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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