Kurt serves as the Business and Operations Manager for Waypoint Franklin. He has over a decade of experience in financial services, and his primary responsibility is supporting clients through the onboarding process and providing continuing account service. Kurt is a valued team member and the go to person for trades, distributions, and contributions needs. With his keen since of humor, joy of client interaction, and knowledge of products you will find your visit with Kurt engaging and informative.
Academic & Professional Achievement
- B.S. University of Cincinnati
- FINRA Series 7 and 66 registrations
- Life, health & variable contracts licenses
Life Outside of Business
Kurt and his wife Ashley live in Thompson’s Station with their twin daughters and son. They enjoy playing golf, traveling, and checking out the new restaurants around town.
Kurt Coalmer offers securities through, Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC.