Curt grew up in Northern Colorado and graduated from the University of Colorado Boulder. After a decade plus in corporate financial services Curt saw the importance of independent advice and created a firm to help optimize your household financial picture. Residing in Superior, CO with his wife Nancy and two children Colin and Lauren you will find him on the youth sports field cheering/coaching his children or at one of the many sporting events/concerts throughout the Denver metro area.
There are a million options to choose from when it comes to your money. We help you design, UNDERSTAND, and implement a tailored solution to help you reach your goals. As an independent financial advisor, we give you many ways to work with us. We work with our ideal client and analyze their complete financial picture and educate them not only on ways to improve but also get the best value for services.
General Information |
| Insurance License#: | 236318 |
| Name of Broker/Dealer: | Silver Oak Securities |
| Name of Custodial Firm: | TD Ameritrade |
| States Licensed in: | CO, TN, TX |
| Work Experience: | 16 years experience focused and retirement planning and investments. |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities, Financial Planning, 401K Rollovers, Retirement Planning, Portfolio Management |
Services |
| Investment Types: | Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Annuities, Insurance |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Property, Casualty, Annuity, Variable Annuity, Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $25,000 |
| Compensation Methods: | Based on Assets, Flat Fee, Commissions |
| Fee % Based on Assets: | .5% - 1.0% |
Education |
| Bachelors - Business (Finance and Marketing) | University of Colorado
- Boulder 08/01/1999-05/01/2003 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. AMA Financial Partners and Silver Oak Securities are not affiliated. www.finra.org www.sipc.org |
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Additional Detailed Disclosures |
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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