Brad Kurtz
Brad Kurtz is a registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 11 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9191 Siegen Ln Bldg 6 Ste B, Baton Rouge, LA, 70810
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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 ActivitiesSells Insurance
Brad is a financial advisor with Menard Financial Group, offering insurance, securities, and investment products, dedicating full-time hours. Brad also works full-time as an independent insurance agent selling fixed insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations14 states
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