TrueAdvisor
TrueAdvisor
KJ
KJ

Kurt Ludwig Josten

Alterna Wealth Management, INC.
26 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Alterna Wealth Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
1,285 clients
Average Client Portfolio
$958K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only

Location

19134 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alterna Wealth Management, INC.
September 2009 - Present · 16 yrs 5 mos
Alterna Securities, INC.Broker
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1999 - May 2009 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - May 2009 · 10 yrs 7 mos
State Registrations9 states
AZCADEFLMNNYSDTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.