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FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Kurt Philion
Wealth Advisor
What I Specialize In
- Advisory & Wealth Management
- Employee Retirement Accounts
- Financial Planning
- Life Insurance, Long-Term Care
- Retirement Planning
- 401K Transition
My Locations
Lobby Hours Mon–Fri: 9am–4pm | Sat–Sun: Closed
Drive-Up Hours Mon–Fri: 8am–4pm | Sat–Sun: Closed
About Kurt Philion
Kurt Philion is a dedicated financial advisor committed to helping individuals and families achieve their financial goals with clarity and confidence. Kurt began his career in the financial industry in 2017, co-founding Big Horn Financial Services through LPL Financial. Prior to this, he spent 16 years in radio, developing strong communication and relationship-building skills through advertising, production, and live broadcasting. Raised in a family of educators, Kurt brings a natural passion fo...
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