AdFi
KP

Kurt J. Poling

Allentown, PA
Verified Identity

Managing Director - Investments at

Wells Fargo Advisors

Years of Experience

33 years

Average Client Size

$1,500,000

Member Since

2025

Allow Me to Introduce Myself

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs...

One thing I want my clients to know about me is...

I've been helping families build wealth for over 30 years. I enjoy building lasting relationships and truly understanding each client's unique goals.

Clientele

Retirees
High Net Worth Individuals

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Fees Information

Education

Moravian University

Bachelor of Arts - Business Management

Obtained in 1989

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Member FINRA/SIPC

AdvisorFinder Disclosure

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile Last Updated: March 20, 2025