Kenan Christian Kurtz
Investment adviser representative at Concorde Financial Resources
14 yearsExperience
4 statesRegistered in
$231MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Concorde Financial ResourcesAug 2021 to now
- UnemployedMay 2021 to Aug 2021
- Hops Burger BarAug 2018 to Jul 2019
- Mountain Aire Golf CourseMay 2018 to Aug 2018
- Unc Chapel HillAug 2017 to May 2021
- Park Vista RestaurantMay 2015 to Jul 2017
- Public School - Ashe CountyAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (NC, PA, SC, TX).
Concorde Financial Resources
Legal name: Concorde Financial Resources I Inc.
$231MAssets managed
235Clients
2Advisers
8 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
- 7462722
- Firm CRD
- 117836