Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,776 clients
Average Client Portfolio
$1K average
Assets Under Management
$2.1M
Fee Structure
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Contact
Curtis James Crossland
Location
Phoenix, AZ
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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.
Learn about disclosures →Other Business Activities
Curtis is a managing member of Suttle Crossland Wealth Advisors, LLC and a financial planner for Origin Investment Advisory, LLC. He dedicates nearly full-time hours to Suttle Crossland Wealth Advisors and minimal time to Origin Investment Advisory.
Employment History
Current Registrations
Origin Investment Advisory LLC
July 2022 - Present · 3 yrs 7 mos
Suttle Crossland Wealth Advisors, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Vanguard Advisers, INC.
August 2016 - March 2022 · 5 yrs 7 mos
Vanguard Marketing CorporationBroker
August 2016 - March 2022 · 5 yrs 7 mos
USAA Financial Planning Services
April 2013 - July 2016 · 3 yrs 3 mos
USAA Investment Management Company
September 2012 - April 2013 · 7 mos
USAA Financial Advisors, INC.Broker
October 2011 - July 2016 · 4 yrs 9 mos
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
I'm a Phoenix native and spent over 10 years working for large wealth management firms.
Contact
Curtis James Crossland