Brad Michael Kurtz

Current Employers

Employment History

• 05/2013 → Present
  Menard Financial Group
  Baton Rouge, LA
• 10/2014 → 06/2021
  Voya Financial Advisors
  Baton Rouge, LA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-07-29 → 2021-06-09
  Voya Financial Advisors, Inc.
  Baton Rouge, LA
  Des Moines, IA
  Windsor, CT
  West Des Moines, IA

Other Businesses

1) NAME OF ENTITY: MENARD FINANCIAL GROUP; Yes; 9191 SIEGEN LANE BLDG 6 STE B; BATON ROUGE; LA; 70810; FINANCIAL SERVICES/DBA; FINANCIAL ADVISOR; 5/1/2013; 160; 160; SALE AND SERVICE INSURANCE,SECURITIES AND INVESTMENT PRODUCTS.| 2) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 9191 SIEGEN LANE BLDG 6 STE B; BATON ROUGE; LA; 70610; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/29/2014; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| 3) NAME OF OTHER BUSINESS: MENARD WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: MKG LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY IN PLACE FOR BUSINESS CONTINUITY PURPOSES; 5) NAME OF OTHER BUSINESS: INVESTING FOR BEGINNERS PLAYBOOK; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: AUTHOR; START DATE: 09/2026; POSITION/TITLE/RELATIONSHIP: AUTHOR; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: AUTHORED A BOOK - INVESTING FOR BEGINNERS PLAYBOOK;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-20
• S63 Uniform Securities Agent State Law Examination
  2015-08-08