TD Bank - Kurt Schaefer Relationship Manager

kurt.schaefer@td.com
Registered Address
111 Main Street
Burlington, VT 03431
US

About Kurt Schaefer

As a Private Client Relationship Manager, Kurt delivers TD Wealth’s full offering of private client banking, lending, investment, trust, and estate services to high-net-worth individuals in his market. He works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, he leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, he develops an extensive relationship with each client and works closely with the team assembled to support their needs.

Prior to joining TD Wealth in 2023, Kurt held roles as an Agency Consultant at Horace Mann.

Kurt Schaefer is a graduate of Northeastern University, he currently holds his FINRA Series 7 and 63 registrations, and is a Certified Financial Planner.

Languages available

English

Services

  • Mortgages and Home Equity Lines
  • Custom Credit
  • Financial Planning
  • Investment Management Services
  • Trust & Estate Planning
  • Institutional Services
  • Private Client Banking

Registrations

  • Series 7
    An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
    An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
  • Series 63
    The Series 63 is a securities exam and license entitling the holder to solicit orders for any type of security in a particular state, that they are registered in
    The Series 63 is a securities exam and license entitling the holder to solicit orders for any type of security in a particular state, that they are registered in

Designations

  • Certified Financial Planner (CFP)
    The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States.
    The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States.

Education

Graduated from Northeaster University

Kurt Schaefer - TD Wealth Relationship Manager can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
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TD Automated Investing Plus
TD Automated Investing Plus
Get the ease and convenience of TD Automated Investing—plus guidance from TD Wealth Financial Advisors, who will help you refine and develop your investment goals.
TD Investment Services (US)
TD Investment Services (US)
Work with a dedicated Relationship Manager to build a diversified portfolio and a customized TD Wealth Plan built around your personal goals.
Private Client Group
Private Client Group
Receive our highest level of service and allow us to manage all of your banking, investing and lending needs—led by a dedicated Relationship Manager.

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Frequently Asked Questions

About TD Wealth

For decades, TD Wealth has provided guidance and investing insights to help people like you reach their financial goals. Today, we offer multiple ways to put your money to work for you, from automated investing to private wealth management. A TD Wealth Financial Advisor can help you match your investing style with the strategy that works best for you. We’re available to you in TD stores, by phone, through video conference or in person.