Kurt Oelze
Professional summary
Kurt Oelze, who also goes by Melvin Kurt Oelze, is a registered financial advisor currently at KURT OELZE, LLC located in Phoenix, Arizona.
Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kurt has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Oelze's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 20, 2011 - Present
KURT OELZE, LLC
April 29, 2003 - November 16, 2004
RUBICON FINANCIAL NETWORK
October 6, 2002 - February 28, 2005
FIRST ALLIED SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/20/2011)
Exams
Current Firm
KURT OELZE, LLC
CRD#: 132874 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 3,070,000 |
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.
