Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
18 years
Location
Remote
Richardson Wealth (USA) Limited
Team
Total advisors
11Clients per advisor
24 Very LowAvg AUM per client
$811,620 TypicalHNW client ratio
17% LowKurt Pedersen is a financial advisor at Richardson Wealth (USA) Limited with 18 years of industry experience. He has been with Richardson GMP Limited since 2013 and holds a Series 63 designation. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, serving a range of investors through separate accounts and advised retirement rollovers. The firm employs both fundamental and technical analysis, using strategic and tactical asset allocation across various asset classes to align with client objectives and risk tolerance.
Based on Richardson Wealth (USA) Limited
Based on Richardson Wealth (USA) Limited
0.25% to 2.75% annually (varies depending on market value and type of investment management services)
Account minimum: $100,000 (may be waived at RW (USA) discretion) Fee-only: Investment management fees based on percentage of assets under management; excludes commissions and transaction fees.
Texas
18 years of industry experience
Richardson GMP Limited
2013 - Present • 13 years
Toronto
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")