Kurt Gutman, financial advisor Fort Wayne IN

Kurt Gutman

CRD Number: 2839761
Current Firm: Compass Financial Advisors LLC

Kurt Gutman (CRD# 2839761) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Ausdal Financial Partners, Inc. Davenport, IA Jan 2021 - Current 3
Compass Financial Advisors Ft. Wayne, IN Jun 2009 - Current 14
Harbour Investments, Inc. Madison, WI May 2016 - Dec 2020 4
Securities America, Inc. La Vista, NE Jul 2015 - May 2016 < 1
Fintegra, LLC Minneapolis, MN Jun 2009 - Jul 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Jul 1999
By the Numbers
  • Total Assets Under Management
    199
    MILLIONS
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $278,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, IA, IL, IN, KY, MI, MN, NH, OH, TX

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