David Lee Kurtz
Investment adviser representative at Fra Wealth Management LLC
15 yearsExperience
2 statesRegistered in
$112.8MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Fra Wealth Management LLCDec 2025 to now
- FraOct 2023 to now
- RegionsOct 2011 to Sep 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
Fra Wealth Management LLC
$112.8MAssets managed
910Clients
6Advisers
1 yearIn 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
- 8185765
- Firm CRD
- 284020