Kurt A. Voldeng

COMMERCE ADVISORS

Memphis, TN 38157

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CRD#: 2099561

Professional summary

Kurt Austin Voldeng is a registered financial advisor currently at COMMERCE ADVISORS, LLC located in Memphis, Tennessee.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kurt has worked at 4 firms and has passed the Series 63 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Austin Voldeng's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 17, 2017 - Present

COMMERCE ADVISORS, LLC

Office #1: 5050 Poplar Avenue Suite 2020, Memphis, TN 38157

RIA

CRD#: 151439

Memphis, TN

Past

April 2, 2012 - August 23, 2022

COMMERCE ASSET MANAGEMENT, LLC

RIA

CRD#: 159561

MEMPHIS, TN

Past

May 24, 2004 - July 12, 2012

CONSULTING SERVICES GROUP, LLC

RIA

CRD#: 107048

MEMPHIS, TN

Past

September 17, 1991 - December 17, 2010

ENERECAP PARTNERS, LLC

CRD#: 26554

MEMPHIS, TN

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".

COMMERCE ADVISORS, LLC

CRD#: 151439 / SEC#: 801-70577

RIA

Registered Investment Advisory firm - (9/17/2009 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Tennessee
(3/17/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/30/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/26/1991

General Securities Representative Examination

Current Firm

COMMERCE ADVISORS, LLC

CRD#: 151439 / SEC#: 801-70577

RIA

Registered Investment Advisory firm - (9/17/2009 Approved)

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Contact information

Main Address

5050 Poplar Avenue Suite 2020, Memphis, TN 38157

Mailing Address

Phone number

(901) 260-6050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COMMERCE ADVISORS, LLC FORM ADV PART 2A BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	418
AUM (Assets Under Management)	$ 236,562,702

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.

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Kurt A. Voldeng

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Austin Voldeng's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMERCE ADVISORS, LLC

COMMERCE ASSET MANAGEMENT, LLC

CONSULTING SERVICES GROUP, LLC

ENERECAP PARTNERS, LLC

Primary Firm SEC Registration

COMMERCE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/1991

Series 7

Date: 7/26/1991

Current Firm

COMMERCE ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMMERCE ADVISORS, LLC

TRUST BUT VERIFY

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