Kurt D Bethke, ChFC®, CLU®

Wealth Management Advisor

Professional

Before Kurt Bethke can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.

Kurt is a graduate of the University of Colorado with a Bachelor of Science degree in Communications. In addition to his Bachelor´s Degree, Kurt Bethke earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA.

 

 

The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

 

 

Awards and Recognition

 

Name Received Date
National Sales Achievement Award 1996-2010
Million Dollar Round Table Qualifying Member 1997-2010

 

Associations and Memberships

NAIFA Kurt Bethke is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a non-profit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Kurt is also a member of member of the Society of Financial Service Professionals (SFSP). 

He has been associated with NAIFA and SFSP since 1995.