Kurt Maltby

About Kurt Maltby

Kurt Maltby serves clients by guiding them through a process to assess their present financial position, envision their future goals and develop a path to help achieve them.Kurt focuses in helping clients make informed decisions. He is experienced at deconstructing difficult decisions into their components, using his planning and technical skills to evaluate options, and then collaborating with clients to help determine the course of action. His thoughtful, thorough and analytical approach to educating and advising clients has a goal of being a positive wealth management experience. With a background in mathematics, Kurt takes an analytical approach to evaluating the multitude of financial products offered in the marketplace before making recommendations to clients.Kurt has been serving individuals and families for more than 18 years. Prior to this, he was an actuarial analyst for five years, assessing risk probabilities around financial gains and losses. Kurt has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation which provides him with the knowledge and tools to understand how to develop specific strategies to help with financial planning, risk management, investing with impact, tax planning and management, retirement and employee benefits, and estate planning strategies. He attended St. Mary’s University of Minnesota and graduated with a B.A. in Mathematics.When he is not working, Kurt enjoys spending time with his family, particularly by water skiing and snow skiing. He also makes time to coach baseball and basketball. Additionally, Kurt is a member of the Life Navigators and Chesterton Academy of Milwaukee.

Experience

1. Associate Vice President Financial Advisor at Morgan Stanley

   Morgan Stanley

   Feb 2016 — Present

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Education

• Saint Mary's University of Minnesota

  Bachelor of Arts

  1992 — 1996