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Kurt Erik Weselius

Dublin Wealth Management, Inc.

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About Kurt Erik Weselius

Kurt Erik Weselius is a registered Investment Advisor Representative with Dublin Wealth Management, Inc. in Birmingham, AL. Kurt has been in the financial services industry since 2003 and has experience providing financial planning and portfolio management services to individuals and businesses. Kurt is also registered in Alabama as an Investment Advisor Representative. He holds the Series 6, 63 and 65 licenses and is experienced in helping clients with a range of financial needs.

Firm Information

Kurt Weselius is currently registered with Dublin Wealth Management, Inc.. Dublin Wealth Management, Inc. is an investment advisory firm located in Dublin, Ohio. They offer a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have approximately $15,601,299 in regulatory assets under management, with 44 total accounts. The firm primarily serves high-net-worth individuals (4 clients, $11,020,150 in AUM) and individuals other than high-net-worth (24 clients, $4,581,149 in AUM).

$15.60M

Assets Under Management

28

Total Clients

2

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

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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Kurt Weselius’s Registration & Firm History

AL

01/24/2023 - Present

Dublin Wealth Management, Inc. (BIRMINGHAM AL)

AL

07/17/2003 - 11/04/2009

AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 04/05/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurt Erik Weselius.
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