Kurt Gutman, financial advisor Fort Wayne IN

Kurt Gutman

CRD Number: 2839761
Current Firm: Compass Financial Advisors LLC

Kurt Gutman (CRD# 2839761) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI May 2016 - Current 3
Securities America, Inc. Fort Wayne, IN Jul 2015 - Current 4
Compass Financial Advisors Ft. Wayne, IN Jun 2009 - Current 10
Fintegra, LLC Minneapolis, MN Jun 2009 - Jul 2015 6
J.j.b. Hilliard, W.l. Lyons, Inc. Fort Wayne, IN Aug 2000 - Jun 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Kurt A. Gutman
Phone Number: 260-490-7878
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    190
    MILLIONS
  • Total Number of Accounts
    995
    ACCOUNTS
  • Average Account Value
    $190,710
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IA, IL, IN, KY, MI, MN, NC, NH, OH, TX

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This advisor has a clean track record with regulators.

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