BK
BK

Benjamin Robert Kurtis

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,051 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.6B

Fee Structure

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Location

1108 11th Street, Suite 305, Bellingham, WA, 98225

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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

Benjamin is a registered advisor with Mauro Capital Management, offering investment advisory services. This activity takes nearly full-time hours.

Employment History
Current Registrations
Mariner Independent
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Benjamin Robert Kurtis - Financial Advisor | TrueAdvisor