Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
581 clients
Average Client Portfolio
$489K average
Assets Under Management
$284.3M

Fee Structure

Minimum Investment:$100K
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Location

3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005

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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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Other Business Activities

Kurt is a commissioner for the Peninsula Metropolitan Park District since 2019, dedicating a few hours per week to govern and oversee its operation. He also serves as a commissioner for the Tacoma Narrows Airport Advisory Commission since 2019, spending minimal time attending quarterly meetings and making recommendations.

Employment History
Current Registrations
American Wealth Management, INC.
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
American Wealth Management, INC.Broker
February 2020 - November 2024 · 4 yrs 9 mos
Wells Fargo Advisors Financial Network, LLC
June 2015 - January 2020 · 4 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2015 - January 2020 · 4 yrs 7 mos
Edward Jones
December 2013 - January 2014 · 1 mo
Edward JonesBroker
December 2013 - January 2014 · 1 mo
Wells Fargo Advisors, LLC
March 2010 - April 2013 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
March 2010 - April 2013 · 3 yrs 1 mo
State Registrations5 states
AZFLNCSCWA
Advisor
Exams
No exam information available for this advisor.
Kurt Alan Grimmer - Financial Advisor | TrueAdvisor