Kurtis Streek is a CFP-designated registered investment advisor, based in Jackson, MS, with 16 years of industry experience.
Location
3221 Old Canton Road, Suite 102, Jackson, MS, 39216
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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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Kurtis operates under the DBA Trustmark Financial Services for his LPL business since 2017. He also acts as a referrer for a financial institution, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Previous Registrations
LPL Financial LLCBroker
December 2017 - September 2025 · 7 yrs 9 mos
LPL Financial LLC
December 2017 - September 2025 · 7 yrs 9 mos
Cnl Energy Fund Advisors, LLC
August 2017 - November 2017 · 3 mos
Cnl Securities CORP.Broker
November 2009 - November 2017 · 8 yrs
State Registrations15 states
ALARCAFLGAINKYMOMSNCNYOHTNTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.