Kurt Bogseth
Login to view DISC.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.
Read the full overview →Experience
25 Years
Current Role
CEO & Founder
Job Level
Leadership
Location
Des Moines Metropolitan Area, United States
Personality Overview
How Kurt shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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.
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
Behavioral profile
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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