Kurt Allan Petricek
Investment adviser representative at Zacks Investment Management, Inc.
12 yearsExperience
1 stateRegistered in
$14.6BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Zacks Investment Management, Inc.Jan 2026 to now
- Lbmz Securities, Inc.Jan 2026 to now
- UnemployedMar 2025 to Dec 2025
- Guggenheim Funds Distributors, LLCJan 2014 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Zacks Investment Management, Inc.
$14.6BAssets managed
3,741Clients
83Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4861974
- Firm CRD
- 110897