Frederick Maximilian Kort
Investment adviser representative at Cura Wealth Advisors, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$527.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Arete Wealth AdvisorsSep 2026 to now
- Cura Wealth Advisors, LLCAug 2024 to now
- Arete Wealth Advisors LLCSep 2021 to Jan 2026
- Iht Wealth ManagementMay 2018 to Sep 2021
- Insight SecuritiesMay 2018 to Aug 2018
- UBS Financial Services Inc.Jun 2007 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IL).
Cura Wealth Advisors, LLC
$527.7MAssets managed
172Clients
1Advisers
2 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
- 5376727
- Firm CRD
- 332511