Theresa Kurtenbach
Theresa Kurtenbach is a CFP-designated registered investment advisor at Financial Solution Advisors CORP., based in Centennial, CO, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 19 clients with $3.4M 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 | 1.00% |
The annual fee is generally 1.00% of managed assets and is negotiable. Subject to a minimum annual fee of $400.
Fee Estimator
Location
Centennial, CO
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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
Theresa is a CPA and President at Kurtenbach & Co., P.C., a certified public accounting firm, dedicating minimal time. She is also the Owner and President of Financial Solution Advisors Corp, a registered investment advisor, spending minimal time, and CFO of JPK Enterprises LLC, a golf equipment sales company, taking about half of her time.
Employment History
Current Registrations
Financial Solution Advisors CORP.
Previous Registrations
Karsten Advisors
Sii Investments, INC.
State Registrations1 state
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.
Exams
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