Kurt Frederick Witzleben

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → Present
  Witzleben Agency
  Anchorage , AK
• 08/2016 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2004-10-01 → 2016-08-10
  Legend Advisory, Llc
  Palm Beach Gardens, FL
  Anchorage, AK
  Anchorage, AK
• 2001-09-18 → 2004-09-17
  Signator Financial Services, Inc.
  Anchorage, AK

Other Businesses

DBA - WITZLEBEN FINANCIAL SERVICES 700 W. 41ST AVE., SUITE 206 ANCHORAGE AK 99503 KURT F WITZLEBEN POSITION: Insurance Sales NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/25/2001 ADDRESS: 700 W. 41st Ave., Suite 206, Anchorage AK 99502 DESCRIPTION: I offer Life, Health, LTC, Disability and Fixed Annuities.

Exams

• S66 Uniform Combined State Law Examination
  2001-07-20

Other Names

• Kurt Frederick Witzleben