Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Traulsen is an Investment Advisor Representative registered with the state of Florida, working with Evolution Wealth Management Inc. Kurt Traulsen is a seasoned financial professional with a dedication to providing comprehensive financial advice. Kurt Traulsen specializes in helping individuals and families navigate the complexities of financial planning and investment management. Kurt Traulsen has a strong understanding of the financial markets and is committed to working closely with clients to develop personalized strategies that meet their unique needs and goals.
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.
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.
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FL
04/01/2021 - Present
Evolution Wealth Management Inc. (FORT MYERS FL)
IA
Issued 06/01/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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