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Kurt H
Series 63, Series 65
Roseville, CA
The Sullivan Group
Kurt Halverstadt is an advisor at The Sullivan Group in Roseville, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Capital Investment Management, LLC, doing business as The Sullivan Group, since 2009. In addition to his advisory role, he is involved with Brightstar Insurance Partners, where he works in life insurance sales. The Sullivan Group is a California-licensed investment advisory firm serving approximately 96 clients with discretionary portfolio management, customized financial planning, and retirement plan consulting. The firm constructs portfolios tailored to client objectives using fundamental, technical, and cyclical analysis across a range of asset classes and acts as a fiduciary for retirement accounts.
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