Curtis Kurtz
Curtis Kurtz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Long Beach, CA, with 43 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
3900 Kilroy Airport Way, Ste 190, Long Beach, CA, 90806-6815
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Regulatory History (1)
Customer Dispute
February 2007Other Business Activities
Curtis is a board member, committee member, and chairman at Kurtz; Curtis, spending a few hours per week on these roles. He is also the Foundation Chair, dedicating about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Financial Services INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.