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Kurt D Halvorson

Investment Adviser Representative at NISA Investment Advisors, LLC

St. Louis, MOCRD #4202334Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kurt D. Halvorson is an investment adviser representative with NISA Investment Advisors, LLC in St. Louis, MO, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Missouri.

Office

7676 Forsyth Blvd Suite 1100
St. Louis, MO 63105-4141

Advisors at this office: 82

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/4/2003
Series 7
General Securities Representative Examination
Passed 10/27/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

NISA Investment Advisors, LLCCurrent
1/10/2025 – St. Louis, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Western Asset
    Jul 2010 – Jan 2025Pasadena, CA
  2. NISA Investment Advisors, LLC
    Jan 2025 – no end date reportedSt. Louis, MO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About NISA Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Customized investment solutions including physical assets and derivatives, delivered through a risk-controlled, collaborative approach as an extension of staff for institutional clients

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Institutional Asset ManagementCustomized Investment SolutionsDerivativesEmployee-ownedRisk-controlled InvestingFixed IncomeAsset Management

Client types the firm serves

High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
82
Offices listed on AdvisorFinder:
1
Main office:
St. Louis, MO
SEC file number:
801-45153

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 26, 2026

View full firm profile

Other advisors at NISA Investment Advisors, LLC

Showing 12 of 82 in the directory

View NISA Investment Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kurt D Halvorson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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