Kurtis Reichert is a registered investment advisor, based in Concord, CA, with 6 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Kurtis works full-time as a national consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in January 2020.
Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
January 2020 - Present · 6 yrs 8 mos
Assetmark, INC.
January 2020 - Present · 6 yrs 8 mos
Previous Registrations
Advisors Asset Management, INC.Broker
September 2019 - November 2019 · 2 mos
State Registrations5 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.