Kurt Volker Wessner
Investment adviser representative at Advisors Asset Management, Inc.
11 yearsExperience
1 stateRegistered in
$2.2BFirm assets
22 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.
- Portfolio management
Experience
11 years in the industry.
- Advisors Asset Management, Inc.Jan 2025 to now
- Eze Castle IntegrationAug 2024 to Dec 2024
- Pc Tech and PartsSep 2023 to Jan 2024
- Marist CollegeAug 2019 to Jul 2024
- Lazansky EstateJun 2017 to Aug 2024
- Iron Creek NurseryJun 2017 to Aug 2017
- La Salle College High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Advisors Asset Management, Inc.
$2.2BAssets managed
1,505Clients
127Advisers
22 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
- 8030973
- Firm CRD
- 46727