Kurt Kost

About Kurt Kost

Kost Investment Group works with a select group of executives and families to help guide them through all aspects of their financial health, such as portfolio management, tax considerate strategies, long-term planning and wealth transfer. We collaborate with the professional relationships you already have, including those with your accountant and estate planning attorney or connect you with some of our trusted professionals.Kurt joined RBC Wealth Management in 2012 after seventeen years in the Consumer Packaged Goods Industry working in Marketing Research and Strategic Planning with top companies such as AC Nielsen, The Minute Maid Company, Coca-Cola and most recently, Ventura Foods, LLC. He has passed the Series 7 and 66 securities registrations and applicable state insurance licenses.Kurt grew up in St. Paul, MN and graduated from The University of St. Thomas in addition to completing a semester abroad program in London, England. After relocating to Newport Beach, CA in 1992, Kurt went on to receive his MBA at Pepperdine University’s Graziadio School of Business and Management. His emphasis was in Marketing. In his spare time, Kurt can be found reading, traveling and golfing.

Experience

1. Associate Vice President, Senior Financial Associate

   RBC Wealth Management

   Jan 2012 — Present · Newport Beach, CA, US

   visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Education

• Pepperdine Graziadio Business School

  MBA, Marketing

  2000 — 2002

• University of Saint Thomas

  BA, Marketing, minor in Economics

  1989 — 1992