A complete list of active advisors currently associated with Kurt Oelze, LLC

Warmer can help you find a great advisor at Kurt Oelze, LLC or one who fits your needs even better.

The firm provides investment advisory and portfolio management services primarily to individual clients, serving both high‑net‑worth and non‑HNW individuals. It manages a small client base — roughly 10 clients with about $3.07 million in assets under management — and focuses on ongoing portfolio oversight. Advisory and supervisory responsibilities are handled directly by the firm’s advisors, with the principal acting as the sole supervisor and drawing on prior portfolio management experience and formal finance credentials (MBA and CPA exam completion). In addition to standard portfolio management, the firm reports acting as a sponsor of a wrap‑fee program, offering bundled account services alongside its other advisory work. Distinctive features include the firm’s role as a wrap‑fee program sponsor, a service that is uncommon among similarly supported firms, and its lack of affiliation with broker‑dealers or other investment firms. The brochure reports no legal or disciplinary history and indicates the firm does not engage in other investment‑related business outside its advisory activities.

To learn more about the advisors currently working at Kurt Oelze, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.