Kurt Duane Smith, CFA, CFP, RICP, CLTC, CLU

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100 E Wisconsin Ave Ste 2300
Milwaukee, WI 53202

Kurt Duane Smith, CFA, CFP, RICP, CLTC, CLU is a financial services firm based in Milwaukee, WI. Specializing in comprehensive financial planning, the company offers a range of services to help individuals and families achieve their financial goals.

With a focus on personalized strategies and client education, Kurt Duane Smith, CFA, CFP, RICP, CLTC, CLU aims to provide tailored solutions to meet the unique needs of each client. The firm prides itself on its commitment to transparency and integrity in all aspects of financial planning.

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United StatesWisconsinMilwaukeeKurt Duane Smith, CFA, CFP, RICP, CLTC, CLU

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