Kurt Diehl

Kurt Diehl

Co-Founder & Financial Advisor

Followers of Kurt Diehl508 followers
location of Kurt DiehlGreater Philadelphia

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  • Timeline

  • About me

    Co-Founder & Financial Advisor

  • Education

    • The American College

      2009 - 2011
      Chartered Financial Consultant
  • Experience

    • Diehl Financial Group

      Mar 2006 - now
      Co-Founder & Financial Advisor

      I work directly with families and small businesses to help to define and achieve their financial values, goals and vision. I continually monitor and track their progress and update as necessary.I am also responsible for recruiting associates and developing them into financial professionals. As more financial professionals are developed, more families and businesses can be served in our community. Ultimately, my goal is to help each representative build their own practice and expand into other communities.In addition, I am designated as an Office of Supervisory Jurisdiction (OSJ) Coordinator. As an OSJ Coordinator, I oversee all areas of compliance for our organization.Thank you to those who have “endorsed” me here on LinkedIn. At this time, FINRA regulations prevent me from showing any LinkedIn “endorsements”. The best way you can endorse me is by referring people to me. Show less

  • Licenses & Certifications

    • Resident Producer - Individual (Personal Lines)

      Pennsylvania
      Aug 2008
    • Resident Producer - Individual (Variable Life/Variable Annuity)

      Pennsylvania
      Aug 2007
    • Resident Producer - Individual (Accident & Health)

      Pennsylvania
      Dec 2006
    • Resident Producer - Individual (Life and Fixed Annuities)

      Pennsylvania
      Dec 2006
    • Series 6

      Financial Industry Regulatory Authority (FINRA)
      May 2007
    • Series 26

      Financial Industry Regulatory Authority (FINRA)
      May 2013
    • Series 65

      Financial Industry Regulatory Authority (FINRA)
      Jun 2012
    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      May 2007