Royce Kurtz is a registered investment advisor, based in Madison, WI, with 11 years of industry experience.
Location
814 Atlas Avenue, Madison, WI, 53714
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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 ActivitiesSells Insurance
Royce is an agent at Mennenga Tax & Financial, where he prepares tax returns and helps clients with financial planning, dedicating about a quarter of his time. He is also an independent insurance agent.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2025 - Present · 6 mos
Merit Financial Advisors
November 2025 - Present · 6 mos
Previous Registrations
Harbour Investments, INC.
October 2016 - November 2025 · 9 yrs 1 mo
Harbour Investments, INC.Broker
October 2016 - November 2025 · 9 yrs 1 mo
Woodbury Financial Services, INC.Broker
November 2015 - October 2016 · 11 mos
Woodbury Financial Services, INC.
November 2015 - October 2016 · 11 mos
Edward Jones
August 2014 - September 2015 · 1 yr 1 mo
Edward JonesBroker
May 2014 - September 2015 · 1 yr 4 mos
State Registrations8 states
AZINMNNEORTXWAWI
AdvisorBrokerBoth
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
No exam information available for this advisor.