How does the advisor help clients – Key Takeaways:
KURT OELZE, LLC is a professional financial expert dedicated to helping clients achieve their financial goals through personalized and comprehensive strategies. With years of experience in the industry and a wealth of knowledge in various financial areas, KURT OELZE, LLC is a trusted partner for individuals and businesses looking to secure their financial future.
Facts and Insights
Founded in 2005, KURT OELZE, LLC has been providing top-notch financial services to clients for over 15 years. Comprised of a team of highly skilled and knowledgeable advisors, KURT OELZE, LLC has established itself as a leader in the financial industry, with a focus on client satisfaction and success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
KURT OELZE, LLC offers a wide range of financial services, including but not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance
- Education Planning
- Business Planning
Client Types
KURT OELZE, LLC serves a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Families
- Retirees
- Professionals
Fees & Compensation
KURT OELZE, LLC believes in complete transparency with clients, especially when it comes to fees and compensation. As a fee-only advisor, they do not receive commissions or incentives for recommending certain products or services. Clients are charged a percentage of their assets under management, ensuring that their interests are aligned with the firm’s.
Background
The founder of KURT OELZE, LLC, Kurt Oelze, has over 25 years of experience in the financial industry. He is a Certified Financial Planner™ and holds several other certifications and licenses, making him a highly qualified and knowledgeable advisor. With a passion for helping clients achieve their financial goals, Kurt and his team have built a reputable and trustworthy firm with a track record of success.
Financial Advisor Disclosures to Know
Transparency is crucial when it comes to financial advice, and KURT OELZE, LLC takes this seriously. They have a clean compliance record, with no disciplinary actions or regulatory sanctions. They also have no customer complaints on record, demonstrating their commitment to ethical and professional practices.