Kurt Wilhelm Evertz is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with CLEARSTEAD ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 2024-04-21 | present | Yes |
| WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | 2022-03-14 | 2024-04-19 | — |