Brandon Kurz, financial advisor San Diego CA
90 score

Brandon Kurz

CRD Number: 6091298
Current Firm: Akt Wealth Advisors, LP

Brandon Kurz (CRD# 6091298) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in San Diego, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Akt Wealth Advisors, LP San Diego, CA Feb 2016 - Current < 1
Dragon Financial Group San Mateo, CA Jul 2014 - Feb 2016 1
Celtic Leasing Corporation Irvine, CA Oct 2013 - Apr 2014 < 1
Home Loan Enterprise Irvine, CA Feb 2013 - Sep 2013 < 1
Chestnut Exploration Partners, Inc. Richardson, TX Feb 2013 - Feb 2013 < 1
Unemployed Fountain Valley, CA Feb 2012 - Feb 2013 1
Axa Advisors, LLC New York, NY Jun 2012 - Dec 2012 < 1
Verizon Wireless Fountain Valley, CA Nov 2009 - Feb 2012 2
Underwater Systems, Inc. Cypress, CA Nov 2008 - Sep 2009 < 1
Von Hemert Interiors Costa Mesa, CA Jun 2007 - Oct 2008 1
Fountain Valley H.s. Fountain Valley, CA Sep 2003 - Jun 2007 3
Charter Capital Management Fountain Valley, CA Sep 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Brandon G. Kurz
Phone Number: 503-620-5329
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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