Robert B. Hurd,

Registered Investment Advisor Representative

Professional Qualifications

  • Associates Degree: Kellogg Community College
  • American College: Chartered Financial Consultant designation
  • American College: Chartered Life Underwriter
  • Life Underwriter Training Council and the National Association of Life Underwriters, LUTCF designation
  • American Management Training Council Graduate
  • *MDRT: Million Dollar Round Table and Court of the Table

Personal Information 

  • Marshall resident for 41 years
  • Married to Sharon for 40 years
  • Proud father of three: Leslie, Jenna & Darrick
  • Happy grandfather to three: Aleah, Landen & Addilynn
  • Enjoys camping, hiking & outdoors
  • 34 years in the financial services business

Community Involvement

  • Exchange Club of Marshall, Former President and Former State President
  • Marshall Area Chamber of Commerce Ambassador
  • CCEPC: Calhoun County Estate Planners Council, Former President and Former Secretary
  • Formerly a member of BNI: Business Network International, Treasurer
  • Oaklawn Hospital Benefit Auction Volunteer
  • National Association of Insurance and Financial Advisors
  • Society of Financial Service Professionals, Southwestern Michigan Chapter
  • MMA: Marshall Manufacturing Association



Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Court of the table classification is based on higher production numbers and higher annual fees. 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

Phone 269-781-7199
Fax 269-781-7299