Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis James is a registered Investment Advisor Representative with Impact Partnership Wealth, LLC. Curtis has been in the industry since 2014 and holds the Series 65 license. Curtis is also the President of Bear Market Financial Services, LLC, an insurance based firm. Curtis James specializes in providing financial planning, educational seminars, and selection of other advisors. He has experience working with high-net-worth individuals, corporations or other businesses and individuals other than high-net-worth individuals. Curtis James is registered in MN.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
02/06/2025 - Present
Impact Partnership Wealth, LLC (Plymouth MN)
Active
Inactive
Not sure Curtis James is the right advisor for you? Invested Better is here to help.
