After completing his Bachelor of Business Administration in Finance from the University of Notre Dame in 1988, Mr. Zoeller began his financial planning practice. His firm, Zoeller Asset Management, provides comprehensive advice and counsel to individuals, families and business owners by creating unique and personalized wealth management plans.
Mr. Zoeller uses a comprehensive and disciplined approach to analyze the 13 wealth management issues that he has found to be the most important for his clients. Kurt is a registered representative with First Allied Securities, Inc. This affiliation provides Kurt a vast array of supporting resources including relationships with money managers, as well as advanced retirement planning, life insurance planning, and legacy planning experts.
By matching the unique financial planning issues of his clients with the team he’s assembled, Kurt and his team are able to provide a customized, high level of service from his office in Chesterfield, MO, a suburb of St. Louis.
Kurt's mission is to help his clients and their families in building sound financial futures. It’s because of Kurt’s clients that his passion and enthusiasm for his practice continue to grow daily.