Kurt A. Skasik, CFP®,CRPS®

Apprentice

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Morgantown, West Virginia, United States

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Timeline
About me
Financial Advisor at Edward Jones
Education
- WVU John Chambers College of Business and Economics
  2003 - 2006
  Bachelor of Science Business Management/Entrepreneurship
  Activities and Societies: -The National Deans list -WVU College of Business & Economics Deans List of Outstanding Scholars -International Scholar Laureate Program Delegation on Business, 2006
- College for Financial Planning
  2012 - 2012
  Chartered Retirement Plans Specialist
  Graduates of the CRPS® Professional Designation Program must complete a specialized independent study course that provides a foundation for giving retirement planning advice to corporations and small businesses. The course covers key issues involved in all phases of establishing retirement plans within businesses. The designation is awarded to students after they successfully complete the course, pass a final examination, and sign a code of ethics commitment and declaration form.
- Garrett College
  2001 - 2003
  Business Entrepreneurship + E-Commerce
  Activities and Societies: - Baseball team: 2002 & 2003 - 2003 Garrett College Scholar Athlete of the Year
Experience
- Skasiks Cleaners
  Jan 1995 - Jun 2006
  Apprentice
  We are a family owned and operated professional dry cleaners. The business was started in 1951 by my grandfather Adam Skasik. At a young age, I worked alongside my father and shadowed the work that was required daily. I then progressed into working directly with our clients, offering pick up and delivery service to their businesses and homes. Overtime, I began to make day to day business decisions and experienced many different economic cycles and the impact they have on a small business. Today, my father is still very active in the day to day operations, as well as the community. My brother has since obtained his B.S. from West Virginia University with a concentration in business management and works full time at the cleaners. Show less
- Wells Fargo
  Jun 2006 - Apr 2010
  Branch Manager
  I made outbound calls to our existing clients to provide information on their accounts. Further, I would conduct complimentary meetings with our clients to evaluate their current FICO score/report. After meeting and learning more about their situation, I would educate them on their FICO score and provide lending solutions. Our lending consisted of home mortgage refinance (conventional and FHA), auto lending (direct and indirect), and Wells Fargo revolving credit lines. After 22 months, I took on the role of branch manager of our Barboursville, WV office and then our Morgantown, WV office. My responsibilities included: branch profitability, hiring/recruiting (where I attended job fairs), on the job training, complying with all federal compliance guidelines, and holding meetings daily with our clients. During my tenure here, I had the opportunity of working through all phases of the credit crises, which provided valuable job experience. Show less
- Edward Jones
  Apr 2010 - now
  Financial Advisor, CFP®, CRPS®
Licenses & Certifications
- Certified Financial Planner, CFP®
  CFP Board
  Aug 2016
- Series 66
  FINRA
  Jun 2010
- Chartered Retirement Plans Specialist, CRPS®
  College for Financial Planning
  Sept 2012
- Series 7
  FINRA
  Jun 2010
Honors & Awards
- Awarded to Kurt A. Skasik, CFP®,CRPS®
  Scholar Athelete of the Year Garrett College Jun 2003
- Awarded to Kurt A. Skasik, CFP®,CRPS®
  Mountaineer Boys State American Legion Jun 2000 The American Legion Mountaineer Boys State is the West Virginia version of The American Legion’s Boys State program. It was created in 1936 and holds the second oldest charter in the nation. Mountaineer Boys State is the only program in the nation that is still held in the same location (Jackson’s Mill) where it was founded. Mountaineer Boys State typically has approximately 400 “citizens” that graduate from the program annually. Mountaineer Boys State has 6 career paths that the Citizens can… Show more The American Legion Mountaineer Boys State is the West Virginia version of The American Legion’s Boys State program. It was created in 1936 and holds the second oldest charter in the nation. Mountaineer Boys State is the only program in the nation that is still held in the same location (Jackson’s Mill) where it was founded. Mountaineer Boys State typically has approximately 400 “citizens” that graduate from the program annually. Mountaineer Boys State has 6 career paths that the Citizens can participate in: Political, Legal, Newspaper, Banking, Law Enforcement and National Guard/Homeland Security. The camp is held annually during the second full week of June.At The American Legion Boys State, participants are exposed to the rights and privileges, the duties and the responsibilities of a franchised citizen. The training is objective and practical with city, county and state governments operated by the students elected to the various offices. Activities include legislative sessions, court proceedings, law enforcement presentations, assemblies, bands, chorus and recreational programs.High school juniors are selected by local American Legion Posts to attend the program. In most cases, expenses associated with attending this program are paid by a sponsoring American Legion Post, a local business or another community-based organization. Show less
- Awarded to Kurt A. Skasik, CFP®,CRPS®
  Deans List of Outstanding Scholars West Virginia University College of Business & Economics
- Awarded to Kurt A. Skasik, CFP®,CRPS®
  International Scholar Laureate Program Delegation on Business West Virginia University College of Business & Economics
- Awarded to Kurt A. Skasik, CFP®,CRPS®
  National Deans List West Virginia University College of Business & Economics