Kurt Hildebrand has been in financial services since he was a college intern in 2003. Kurt is a graduate of Bowling Green University with a Bachelor of Arts in Communications (BAC) and Ohio Dominican University with Master of Business Administration (MBA). He wrote his thesis on Ethics in the Financial Services Industry and was invited to represent his thesis at Wilmington College after his graduation. He holds the Series 7 (General Securities), Series 65 (Uniform Investment Adviser), Series 26 (Investment Company Products/Variable Contracts Principal) Series 63 (Uniform Securities Agent) and Series 6 (Investment Company Products/Variable Contracts). He also holds the MFP (Master Financial Planner), RFP (Registered Financial Planner), CCPS (Certified College Planning Specialist) and LUTCF (Life Underwriting Training Council Fellow) designations.
Kurt’s primary focus is on wholistic financial planning. Proper financial planning is more than just checking on retirement progress. Kurt has built his career around the coordinating our client’s taxation, legal, insurance and investment professionals.
Kurt is an Ohio native who grew up in Mount Gilead. He spends most of his time outside of work at his local YMCA teaching self-defense to both youth and adults, as well as fund raising for the various YMCA programs