Curtis Corkey
Advisor at Principal Financial Services
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.
Advisor at Principal Financial Services
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.
Location
Almond, NY 14804
Credentials
ChFC®, Series 63
Industry experience
28 years
Curtis Corkey is a ChFC®-designated financial advisor with 28 years of industry experience. He is currently affiliated with Principal Financial Services and has worked with Principal Securities since 2016 and Principal Life Insurance since 2001. Outside of his advisory role, Curtis owns a small community hardware store intended for succession by his son and serves as treasurer on the board of the Wellsville Full Gospel Church. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm specializes in financial planning, retirement plan consulting, and providing access to third-party money manager asset allocation and separately managed account solutions.
Based on Principal Financial Services
$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)
5 School St
Almond, NY 14804
New York
Principal Securities
2016 - Present (10 years)
PRINCIpAL LIFE INSURANCE
2001 - Present (25 years)
CTC Financial Services
1997 - Present (29 years)
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Is 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.
Is not active or affiliated with:
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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