Kurt Bogseth in

Kurt Bogseth

Inquirer · DISC type cd
CEO & Founder at Echelon Wealth Strategies
📍 Des Moines Metropolitan Area, United States

Kurt Bogseth is the CEO and Founder of Echelon Wealth Strategies, where he serves as a Wealth Management Advisor. He holds a CFP® certification and specializes in creating forward-looking financial plans. People who have worked with him describe him as phenomenal, knowledgeable, and a great communicator.

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Experience
25 Years
Current Role
CEO & Founder
Job Level
Leadership
Location
Des Moines Metropolitan Area, United States
Personality Overview

How Kurt shows up

Demanding
Upfront
Judgemental

They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Kurt cares about

Family Financial Planning
He frequently posts advice for those in their 40s or with children on the way, emphasizing the need for a solid financial plan to support family goals.
Wealth Management
As the founder of a wealth strategies firm and a seasoned advisor, his career is centered on helping clients manage and grow their wealth effectively.
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Career

Work history

6-2000
CEO & Founder
Echelon Wealth Strategies
6-2000
Wealth Management Advisor
Northwestern Mutual
4-2010
Past President and Board Member
Central Iowa Society of Financial Service Professionals
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2002 - 2016
CFP® certification
The American College of Financial Services
2013 - 2014
Graduate
West Des Moines Leadership Academy
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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