Kurt Rozman
Kurt Rozman is a registered investment advisor at Intrua Financial, based in Houston, TX, with 32 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,227 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrua Financial manages investment portfolios for a fee based on the amount you invest. The fee is calculated as a percentage of your portfolio and is charged monthly or quarterly. The exact percentage may be negotiable.
Location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Kurt is involved in several business activities, including serving as a DBA for LPL business, real estate rental, and providing investment advisory services through Intrua Financial LLC. He also has partnerships related to non-variable insurance and is a licensed insurance agent, though these activities take minimal time.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
Freedom Wealth Alliance
Wells Fargo Advisors Financial Network, LLC
Wachovia Securities Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
State Registrations6 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.