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 5 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Similar Advisors
Thomas Brenner, financial advisor San Diego CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Similar Advisors
John O'Reilly, financial advisor San Diego CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

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.