Unclaimed
Kurtis Polacek is an investment advisor representative at Redhawk Wealth Advisors, Inc. Kurtis has been in the industry since 2012 and holds the Series 66, Series 7, and SIE licenses. Kurtis is a Certified Financial Planner™ and provides financial planning, portfolio management, and selection of other advisors to clients. Kurtis has experience with individuals, high-net-worth individuals, pension and profit-sharing plans, and insurance companies. Kurtis has worked for John D. Dovich & Associates, LLC, Simply Money Advisors, and K&A Wealth Advisors in the past.
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.
Guidance on pension options to ensure a secure financial future.
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
OH
04/24/2018 - Present
Redhawk Wealth Advisors, Inc. (Hamilton OH)
OH
06/23/2014 - 02/19/2015
NFP ADVISOR SERVICES, LLC (CINCINNATI OH)
OH
09/13/2012 - 02/08/2013
WADDELL & REED, INC. (CINCINNATI OH)
BOTH
Issued 10/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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