CONNECT

Address:

9311 San Pedro, Ste 600
San Antonio, TX 78216

Phone:

210.525.1241,866.454.8582

Fax/Other:

210.525.9461

                                     

                                         Kurt Von Buettner, CFP®, ChFC®, CLU®, CWS® | Wealth advisor

 

Located at SWBC Tower

9311 San Pedro Ave., Ste. 600 | San Antonio, TX  78216

Office: 210.376.3299

Toll Free: 800.527.0066 x63299

Fax: 877.308.7521

Email: kvonbuettner@swbc.com

 

As a member of the SWBC Wealth Management team, Kurt brings a seasoned financial perspective to his clients. He has worked for over 15 years in the financial services industry and attributes his success to his holistic approach to working with his clients and understanding their needs.

Kurt spends significant time with each client to reach a complete understanding of their concerns and goals. In doing so, he can effectively access their situations and recommend appropriate financial solutions. Kurt strives to bring together the right people at the outset and welcomes the opportunity to work with his client's legal or tax advisor.

Kurt takes a well-rounded approach in providing thoughtful and timely solutions for a variety of products, including:

•Investments

• Asset Preservation

• 401(k) and other retirement plans

• Insurance (including long-term care)

• Education Planning

• Estate Planning

• Gifting

• Small Business Plans

Prior to joining SWBC in 2015, Kurt was a Financial Advisor at USAA Financial Advisors, Inc for 11 years. He holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations and FINRA Series 6, 7, 63 and 65 licenses. Kurt earned a Bachelor in Business Administration from University of Texas San Antonio.  

Check the background of this investment professional on FINRA's BrokerCheck.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck