BK
BK

Brian Kurtich

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

5950 Fairview Road, Suite 140, Charlotte, NC, 28210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brian owns rental property and manages it, dedicating minimal time. He is also a real estate sales agent, spending about 10-20% of his time on sales, and owns Kurtich Financial LLC, selling insurance products, dedicating a few hours per week. Brian also has a fixed insurance business called Vision Wealth Marketing.

Employment History
Current Registrations
Innovation Partners LLC
July 2023 - Present · 2 yrs 7 mos
Innovation Partners LLCBroker
July 2023 - Present · 2 yrs 7 mos
Ip Financial Advisory Services LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Silver Oak Securities, INC.
March 2023 - July 2023 · 4 mos
Silver Oak Securities, IncorporatedBroker
March 2023 - July 2023 · 4 mos
On Investment Management CO
January 2023 - March 2023 · 2 mos
The O.N. Equity Sales CompanyBroker
November 2022 - March 2023 · 4 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.