Kurt Yndestad
Wealth Manager at IHT Wealth Management
- Role
- Wealth Manager at Iht Wealth Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Kurt Yndestad
K••••••••@ihtwm.com Kurt has been working as a…
Experience
Wealth Manager
Aug 2019 — Present
The Yndestad/Lutz Wealth Management TeamThree Key Business Segments: 1. Affluent Wealth Management and Strategy 2. Focus on Business Owners and Executives 3. Retirement Plans (401Ks, SEP IRAs, and Profit Sharing Plans)
Education
Illinois Wesleyan University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
1979 — 1983
DePaul Driehaus College of Business
MBA, Finance and Financial Management Services
1983 — 1985
Skills
- Investments
- Capital Markets
- Series 66
- Nonprofits
- Trust Services
- Foundations
- Series 53
- Series 7
- Series 52
- Series 24
- Series 63
- Series 4
- Fixed Income Strategies
- Portfolio Management
- Credit
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