Kurt Mortenson Email & Phone Number
Partner and Senior Advisor @ Keystone Private Wealth
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Kurt Mortenson Location
- Palm Desert, CA, US
Kurt Mortenson Work
- Partner and Senior Advisor @ (September 2023 - Present)
- Managing Director and Senior Advisor @ (September 2021 - September 2023)
- Managing Director and Senior Advisor @ (May 2018 - September 2021)
- Managing Partner and Financial Advisor-CFP(R) @ Praxis Wealth Management (January 2009 - May 2018)
- Senior VP Wealth Management @ (January 1987 - January 2009)
- District Manager @ Borg Warner Financial (January 1980 - January 1986)
Kurt Mortenson Education
- University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA candidate (business)
2006-2007 - Concordia College
B.A.
Kurt Mortenson Skills
- Wealth Management
- Management
- High Net Worth Individuals
- Investment Management
- Certified Financial Planner
- Investments
- Retirement Planning
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Long-term Care
- Independent Financial Advice
- CPA
- Attorney
- Long Term Care
- Holistic Financial Planning
- Wealth Management Services
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.
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