Kurt Mortenson Email & Phone Number

Kurt Mortenson Summary

• Kurt Mortenson, based in Palm Desert, CA, US, is currently a Partner and Senior Advisor at Keystone Private Wealth. Kurt Mortenson brings experience from previous roles at Keystone Private Wealth, Cypress Wealth Services, Praxis Wealth Management and Morgan Stanley Smith Barney, Prudential Securities, E F Hutton. Kurt Mortenson holds a 2006 - 2007 MBA candidate in business @ University of California, Riverside - A. Gary Anderson Graduate School of Management. With a robust skill set that includes Wealth Management, Management, High Net Worth Individuals, Investment Management, Certified Financial Planner and more. Kurt Mortenson has 1 emails and 1 mobile phone numbers on RocketReach.