Kurt Mortenson is an investment adviser representative (IAR) with state registration records since 1997, appearing at 6 firms. Currently registered with KEYSTONE PRIVATE WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| KEYSTONE PRIVATE WEALTH | 2021-09-02 | present | Yes |
| CYPRESS WEALTH SERVICES, LLC | 2018-05-19 | 2021-09-02 | — |
| WORLD EQUITY GROUP, INC. | 2009-12-15 | 2018-05-15 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2009-12-19 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2003-05-09 | 2009-06-01 | — |
| PRUDENTIAL EQUITY GROUP, LLC | 1997-07-08 | 2003-05-23 | — |