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Curtis Jerome Sathre

Great Point Advisors, LLC

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About Curtis Jerome Sathre

Curtis Jerome Sathre has been in the financial services industry since 1994. He is currently registered with Great Point Advisors, LLC. Curtis has a wide range of experience in the industry, including providing financial planning, portfolio management, and selection of other advisors. Curtis is also a licensed life insurance and fixed indexed annuity agent, and a real estate agent.

Firm Information

Curtis Sathre is currently registered with Great Point Advisors, LLC. Great Point Advisors, LLC is a Chicago, IL-based firm that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. With 20 licensed agents, the firm manages approximately $14.58 million in assets for 88 clients.
Great Point Advisors, LLC

200 W. JACKSON BLVD. #1000

CHICAGO, IL 60606

$14.58M

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Curtis Sathre’s Registration & Firm History

CA

01/23/2025 - Present

Great Point Advisors, LLC (Oceanside CA)

CA

06/10/2011 - 05/03/2023

JRL CAPITAL CORPORATION (LAGUNA HILLS CA)

CA

04/29/1994 - 06/06/2011

WFP SECURITIES (IRVINE CA)

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Licenses & Designations

IA

Issued 12/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/1999

Series 24 - General Securities Principal Examination

BC

Issued 05/18/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/09/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/1996

Series 7 - General Securities Representative Examination

BC

Issued 04/27/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

Disclosures

There are 3 public disclosures for Curtis Jerome Sathre. Review regulatory record here.
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