Kurt S. Durrwachter

DAKOTA WEALTH

Sartell, MN 56377

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CRD#: 4207020

Professional summary

Kurt Stephen Durrwachter, CFP®, who also goes by Kurt S Durrwachter, is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Sartell, Minnesota.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kurt has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kurt S Durrwachter

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.

1) KURT DURRWACHTER - 2147 Troop Drive, Sartell, MN 56377 - 05/2000 - NIR - SELL FIXED, LIFE AND HEALTH INSURANCE - INDEPENDENT INSURANCE AGENT - S-CORP - 1 HOUR DURING TRADING 2)LEDGE WEALTH MANAGEMENT - 2147 Troop Drive, Sartell, MN 56377 - 2012 - INVESTMENT RELATED - RIA - IAR - S-CORP - 70 HOURS DURING TRAADING - 3) KURT DURRWACHTER - 2147 Troop Drive, Sartell, MN 56377- 12/2012 START DATE - NIR - POA I AM LISTED AS A POWER OF ATTORNEY FOR MY WIFE - THE POA GIVES ME LEGAL RIGHTS SIGN FOR MY WIFE SHOULD SHE BE UNAVAILABLE OR INCAPACITATED. - POA - 0 HR/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Stephen Durrwachter'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

January 2, 2024 - Present

DAKOTA WEALTH, LLC

Office #1: 2454 8th Avenue S, Suite #200, Sartell, MN 56377

RIA

CRD#: 297987

Sartell, MN

Past

December 9, 2013 - March 19, 2024

LEDGE WEALTH

RIA

CRD#: 165713

SARTELL, MN

Past

December 3, 2012 - August 19, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

Sartell, MN

Past

September 22, 2005 - December 18, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SAUK RAPIDS, MN

Past

September 22, 2003 - September 22, 2005

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

December 2, 2002 - December 13, 2002

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

July 26, 2001 - September 18, 2003

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

September 12, 2000 - July 13, 2001

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

September 12, 2000 - July 13, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA

Registered Investment Advisory firm - (10/8/2018 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

Minnesota
(1/2/2024)

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: 8/23/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/11/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA

Registered Investment Advisory firm - (10/8/2018 Approved)

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Contact information

Main Address

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752

Mailing Address

Phone number

(561) 774-8101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAKOTA WEALTH FORM ADV PART 2A (10/15/2025)

Regulatory assets under management

Total Number of Accounts	9,786
AUM (Assets Under Management)	$ 6,335,261,507

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/10/2025	Cover Page	Report
09/13/2024	Cover Page	Report
11/21/2023	Cover Page	Report
01/18/2023	Cover Page	Report

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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Firm Stability Insights

Kurt S. Durrwachter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Stephen Durrwachter's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEDGE WEALTH

SECURITIES SERVICE NETWORK, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

PRINCIPAL SECURITIES, INC.

SII INVESTMENTS, INC.

PRINCIPAL SECURITIES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

DAKOTA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/23/2000

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2005

Series 6

Date: 9/11/2000

Current Firm

DAKOTA WEALTH, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAKOTA WEALTH, LLC

TRUST BUT VERIFY

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