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Kurt Richard Rozman

Intrua Financial

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About Kurt Richard Rozman

Kurt Rozman is a financial advisor with over 30 years of experience in the industry. Kurt currently works with Intrua Financial and Freedom Wealth Alliance. Kurt offers a variety of services to clients, including financial planning, portfolio management for individuals, selection of other advisors, and pension consulting.

Firm Information

Kurt Rozman is currently registered with Intrua Financial. Intrua Financial is a registered investment advisor headquartered in Houston, TX. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Intrua Financial manages approximately $1.66 billion in assets for individuals, corporations, charitable organizations, and pension plans. They have a team of over 40 licensed agents and investment advisor representatives.
Intrua Financial

3737 BUFFALO SPEEDWAY

HOUSTON, TX 77098

$1.66B

Assets Under Management

Not reported

Total Clients

37

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Kurt Rozman’s Registration & Firm History

WI

11/28/2023 - Present

Intrua Financial (Brookfield WI)

WI

01/24/2003 - 05/16/2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BROOKFIELD WI)

MO

05/21/1993 - 01/27/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 05/29/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/24/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kurt Richard Rozman. Review regulatory record here.
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