Kurt Evertz (CRD# 7504895) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has 1 year of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management, LLC | Norfolk, VA | May 2021 - Current | 2 |
| The College Of William And Mary | Williamsburg, VA | Jan 2021 - Apr 2021 | < 1 |
| Markel | Glen Allen, VA | Jun 2020 - Dec 2020 | < 1 |
| The College Of William And Mary | Williamsburg, VA | Aug 2019 - May 2020 | < 1 |
| Grant Thornton | Arlington, VA | Sep 2016 - Jul 2019 | 2 |
| Corolla Beach Rescue | Corolla, NC | Jun 2016 - Aug 2016 | < 1 |
| James Madison University | Harrisonburg, VA | Apr 2016 - May 2016 | < 1 |
| Massanutten Resort | Massanutten, VA | Jan 2016 - Mar 2016 | < 1 |
| James Madison University | Harrisonburg, VA | Sep 2015 - Dec 2015 | < 1 |
| Corolla Ocean Rescue | Corolla, NC | Aug 2015 - Aug 2015 | < 1 |
| Grant Thornton | Alexandria, VA | May 2015 - Jul 2015 | < 1 |
| James Madison University | Harrisonburg, VA | Sep 2014 - Apr 2015 | < 1 |
| Corolla Ocean Rescue | Corolla, NC | May 2014 - Aug 2014 | < 1 |
| James Madison University | Harrisonburg, VA | Sep 2013 - Apr 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- VA
-
Total Assets Under Management4,755MILLIONS
-
Total Number of Accounts5,210ACCOUNTS
-
Average Account Value$912,579
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.