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Kurt Oelze

Kurt Oelze, LLC

Phoenix, AZ

CRD 4582462

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Employer firm

Kurt Oelze, LLC CRD 132874

$3.07M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Kurt Oelze, Llc

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2011-01-20
  • AZ RA
    APPROVED
    Since 2011-01-20

Branch Locations

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kurt Oelze, Llc Phoenix AZ 06/2004 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-04
  • S66 Uniform Combined State Law Examination
    2002-10-04
Other Names
  • Melvin Kurt Oelze

View on SEC IAPD

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