KT
Kurt M. Traulsen
EVOLUTION WEALTH MANAGEMENT
Fort Myers, FL 33907
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CRD#: 6508645
KT
Professional summary
Kurt Michael Traulsen, who also goes by Kurt M Traulsen, Kurt Traulsen, is a registered financial advisor currently at EVOLUTION WEALTH MANAGEMENT INC. located in Fort Myers, Florida.
Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kurt has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kurt M Traulsen | Kurt Traulsen
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.
Holistic Planning Solutions LLC dba Evolution Retirement Services - Owner - Non investment related - Start date August 10, 2018. Insurance agent offering life and long term care insurance and fixed annuities; 80 hours per month spent, 80 during trading hours; 6711 Rich Rd., North Ft Myers, FL 33917. CGK Capital LLC - Owner - Non investment related - Start date Oct. 2020. LLC set up to collect rental income from rental properties owned. 20 hours per month spent on this activity, 0 during trading hours; 6711 Rich Rd., North Ft Myers, FL 33917. Evolution Wealth Management - Co-Owner - Investment related - Start date 11/2020- State of Florida registered investment advisory firm; 80 hours per month spent, 80 during trading hours; 12487 Brantley Commons Ct, Ft Myers, FL 33907 CGK Assets LLC: 1.whether the business is investment-related: Not investment related 2.the address of the other business: 220 SE 24th Ave, Cape Coral, FL 33990 3.the nature of the other business: Rental Property Holding Company, Rental Real Estate 4.your position, title, or relationship with the other business: Manager/Owner 5.the start date of your relationship: 05/03/2022 6.the approximate number of hours/month you devote to the other business: 2 hours a month 7.the number of hours you devote to the other business during securities trading hours: 0 during trading hours 8.briefly describe your duties relating to the other business: Property management Evolution Retirement Services: 1.whether the business is investment-related: Not investment related 2.the address of the other business -12487 Brantley Commons Ct., Ft Myers, FL 33907 3.the nature of the other business - Insurance Agency; Life Insurance, Annuities, Medicare 4.your position, title, or relationship with the other business - Vice President, Co-Owner 5.the start date of your relationship - 2/23/2023 6.the approximate number of hours/month you devote to the other business - 80 hours 7.the number of hours you devote to the other business during securities trading hours - 80 Hours 8.briefly describe your duties relating to the other business. - Risk mitigation. Sales of Insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Michael Traulsen'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
April 1, 2021 - Present
EVOLUTION WEALTH MANAGEMENT INC.
Office #1: 12487 Brantley Commons Court, Fort Myers, FL 33907RIA
CRD#: 307644
Fort Myers, FL
Past
October 11, 2019 - February 24, 2021
TRUADVICE LLC
RIA
CRD#: 292482
FT MYERS, FL
Past
September 20, 2018 - October 8, 2019
INTEGRITY ALLIANCE, LLC.
RIA
CRD#: 139627
Fort Myers, FL
Past
June 25, 2015 - August 8, 2018
GRACE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 169813
FORT MYERS, FL
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".
EW
EVOLUTION WEALTH MANAGEMENT INC.
EVOLUTION WEALTH MANAGEMENT INC.
CRD#: 307644 / SEC#: 801-131761
RIA
Registered Investment Advisory firm - (1/13/2025 Approved)Florida
Registered Investment Advisory firm - (2/6/2025 Terminated)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
Florida(4/1/2021)
Current Firm
EW
EVOLUTION WEALTH MANAGEMENT INC.
EVOLUTION WEALTH MANAGEMENT INC.
CRD#: 307644 / SEC#: 801-131761
RIA
Registered Investment Advisory firm - (1/13/2025 Approved)Florida
Registered Investment Advisory firm - (2/6/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12487 Brantley Commons Court, Fort Myers, FL 33907
Mailing Address
Phone number
(239) 771-8696
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 608 |
| AUM (Assets Under Management) | $ 134,496,082 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EVOLUTION WEALTH MANAGEMENT INC.
CRD#: 307644Fort Myers, FL 33907TRUST BUT VERIFY
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