Kurt Mortenson is a registered investment advisor at Keystone Private Wealth, based in Menahga, MN, with 39 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 5 more. Their firm serves 635 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee will not exceed 2.00% and is based on the average daily ending market value of assets under management. Fees are negotiable at the sole discretion of the advisor.
Fee Estimator
Location
Menahga, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kurt is a managing partner at TJR Holdings, LLC, a rental real estate business, since 2004. He dedicates minimal time to maintenance and bookkeeping tasks.
Employment History
Current Registrations
Keystone Private Wealth
Previous Registrations
Cypress Wealth Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
World Equity Group, INC.
World Equity Group, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations2 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.