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Nandan S
Series 63, Series 65, Series 66
Chicago, IL
Cura Wealth Advisors, LLC
Nandan Shah is a financial advisor at Cura Wealth Advisors, LLC in Chicago, IL, with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Arete Wealth Advisors, IHT Wealth Management, and LPL Financial. Outside of advising, Shah is a non-practicing attorney in Illinois and co-founder/COO of an enterprise SaaS platform focused on deception and truth analysis. Cura Wealth Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management and financial planning. The firm employs a variety of investment strategies including stocks, bonds, ETFs, options, and uses fundamental, technical, quantitative, and qualitative analysis, managing over $527 million in assets across 172 client relationships.
Frederick K
CFP®, Series 66
Chicago, IL
Cura Wealth Advisors, LLC
Frederick Kort is a CFP® with 19 years of industry experience. He is currently with Cura Wealth Advisors, LLC and has previously worked at Arete Wealth Advisors LLC, IHT Wealth Management, Insight Securities, and UBS Financial Services. Cura Wealth Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities by providing portfolio management and financial planning services. The firm manages over $527 million using a range of investment strategies and asset-allocation approaches tailored to client objectives and risk tolerances.
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