Kurtis Andrew Polacek

Employer firm

Redhawk Wealth Advisors, Inc. CRD 146616

$1.46B regulatory AUM 68 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2014 → 01/2017
  John D. Dovich & Associates, Llc
  Cincinnati, OH
• 01/2017 → 10/2017
  Simply Money Advisors
  Cincinnati, OH
• 04/2018 → Present
  Redhawk Wealth Advisors
  Minneapolis, MN
• 11/2017 → Present
  K&A Wealth Advisors
  Hamilton, OH

Previous Registrations

• 2017-01-27 → 2017-11-06
  Simply Money Advisors
  Cincinnati, OH
• 2014-06-23 → 2015-02-19
  Kestra Investment Services, Llc
  Cincinnati, OH
• 2012-09-28 → 2013-02-08
  Waddell & Reed
  West Chester, OH

Other Businesses

K&A Wealth Advisors; Investment-related; 7924 Jessies Way, Hamilton, OH 45011; Write insurance business as the need arises through general financial planning; Financial advisor; start date 11/6/2018; Less than 5 hours per month during trading hours devoted to this OBA. 5/10/2021: Client Education Analyst; independent contractor offering client education to Altair Group clients. 7696 Legendary Ln, West Chester, OH 45069. Spends 60 hours/month; outside trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-02

Designations

• Certified Financial Planner