CR
Curt B. Radetich
VOYA FINANCIAL ADVISORS
Redwood City, CA
Some features on this profile are disabled
CRD#: 1694859
CR
Professional summary
Curt Benjamin Radetich is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Redwood City, California.
Curt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Curt has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CURT RADETICH POSITION: Author NATURE: I will be working with a team of writers to author a book around finances. The goals will be designed this book for educational purposes only around financial concepts (not investments or investment recommendations). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/09/2024 ADDRESS: 641 Turnbuckle Drive, Unit 1708, Redwood City CA 94063, United States DESCRIPTION: Writing book FIXED INSURANCE PRODUCT SALES POSITION: Independent Insurance Agent NATURE: Fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 641 Turnbuckle Drive, Unit 1708, Redwood City CA 94063, United States DESCRIPTION: Sales of fixed insurance products. RADETICH WEALTH MANAGEMENT LLC POSITION: CEO NATURE: The focus is on wealth management fee-based services for all investors, which includes financial planning, estate planning, investment planning, retirement planning, and insurance planning. This includes fee-based financial planning, fee-based consulting, and fee-based wealth management services and varies programs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/30/2023 ADDRESS: 641 Turnbuckle Drive, Unit 1708, Redwood City CA 94063-5615, United States DESCRIPTION: Remain fiduciary to the overall goals of my clients by focusing on being dutiful and loyal to their overall investment goals and strategies, while providing the utmost care to my client's, which is our first and main priority. RENTAL PROPERTIES POSITION: Owner NATURE: I am the owner of three rental properties which have three separate property managers to handle the day-to-day service & operations. I monitor the property manager's and the individual properties, which can take up to 2 hours per quarter. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2009 ADDRESS: 641 Turnbuckle Drive, Unit 1708, Redwood City CA 94063-5615, United States DESCRIPTION: 2154 Alanis Circle Huntington Beach, CA 92648 233 El Paseo Circle Walnut Creek, CA 94597 9029 Iron Sky Court Reno, NV 89523
CRS (Client Relationship Summary) - RIA
Click below to view Curt Benjamin Radetich's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Curt Benjamin Radetich's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 25, 2023 - Present
VOYA FINANCIAL ADVISORS, INC.
RIA
BD
CRD#: 2882
Redwood City, CA
Current
July 17, 2023 - Present
VOYA FINANCIAL ADVISORS, INC.
RIA
BD
CRD#: 2882
Redwood City, CA
Past
January 26, 2022 - December 22, 2022
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
San Mateo, CA
Past
January 26, 2022 - February 9, 2023
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
San Mateo, CA
Past
April 27, 2009 - October 14, 2022
TD AMERITRADE, INC.
RIA
CRD#: 7870
Menlo Park, CA
Past
April 27, 2009 - February 9, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Menlo Park, CA
Past
April 27, 2009 - February 9, 2023
TD AMERITRADE, INC.
BD
CRD#: 7870
Menlo Park, CA
Past
October 23, 2006 - February 9, 2009
HARRISDIRECT LLC
RIA
CRD#: 42159
ARLINGTON, VA
Past
October 23, 2006 - February 9, 2009
E*TRADE SECURITIES LLC
BD
CRD#: 29106
COSTA MESA, CA
Past
December 7, 1999 - June 15, 2006
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
IRVINE, CA
Past
July 19, 1999 - June 15, 2006
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
IRVINE, CA
Past
March 3, 1999 - July 7, 1999
CAL FED INVESTMENTS
BD
CRD#: 19631
SACRAMENTO, CA
Past
July 29, 1987 - February 17, 1999
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
SAN MATEO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/17/2023)
IAR
California(7/25/2023)
RR
Colorado(9/8/2025)
RR
Nevada(7/17/2023)
IAR
Nevada(7/31/2023)
RR
New Mexico(9/4/2025)
RR
Oregon(9/18/2024)
RR
South Carolina(1/4/2024)
RR
Texas(9/8/2025)
IAR
Texas(9/8/2025)
RR
Utah(1/7/2025)
RR
Washington(7/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
