Kurt Michael Traulsen

Employer firm

Evolution Wealth Management Inc. CRD 307644

$172M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2015 → 08/2018
  Grace Capital Management, Llc
  Fort Myers, FL
• 09/2018 → 10/2019
  Brokers International
  Fort Myers, FL
• 10/2019 → 02/2021
  Truadvice, Llc
  Sarasota, FL
• 08/2018 → Present
  Evolution Retirement Services
  Fort Myers, FL
• 02/2021 → Present
  Evolution Wealth Management Inc.
  Fort Myers, FL

Previous Registrations

• 2019-10-11 → 2021-02-24
  Truadvice Llc
  Ft Myers, FL
  Sarasota, FL
• 2018-09-20 → 2019-10-08
  Integrity Alliance, Llc.
  Fort Myers, FL
  Urbandale, IA
• 2015-06-25 → 2018-08-08
  Grace Capital Management, Llc
  Fort Myers, FL

Other Businesses

Holistic Planning Solutions LLC dba Evolution Retirement Services - Owner - Non investment related - Start date August 10, 2018. Insurance agent offering life and long term care insurance and fixed annuities; 80 hours per month spent, 80 during trading hours; 6711 Rich Rd., North Ft Myers, FL 33917. CGK Capital LLC - Owner - Non investment related - Start date Oct. 2020. LLC set up to collect rental income from rental properties owned. 20 hours per month spent on this activity, 0 during trading hours; 6711 Rich Rd., North Ft Myers, FL 33917. Evolution Wealth Management - Co-Owner - Investment related - Start date 11/2020- State of Florida registered investment advisory firm; 80 hours per month spent, 80 during trading hours; 12487 Brantley Commons Ct, Ft Myers, FL 33907 CGK Assets LLC: 1.whether the business is investment-related: Not investment related 2.the address of the other business: 220 SE 24th Ave, Cape Coral, FL 33990 3.the nature of the other business: Rental Property Holding Company, Rental Real Estate 4.your position, title, or relationship with the other business: Manager/Owner 5.the start date of your relationship: 05/03/2022 6.the approximate number of hours/month you devote to the other business: 2 hours a month 7.the number of hours you devote to the other business during securities trading hours: 0 during trading hours 8.briefly describe your duties relating to the other business: Property management Evolution Retirement Services: 1.whether the business is investment-related: Not investment related 2.the address of the other business -12487 Brantley Commons Ct., Ft Myers, FL 33907 3.the nature of the other business - Insurance Agency; Life Insurance, Annuities, Medicare 4.your position, title, or relationship with the other business - Vice President, Co-Owner 5.the start date of your relationship - 2/23/2023 6.the approximate number of hours/month you devote to the other business - 80 hours 7.the number of hours you devote to the other business during securities trading hours - 80 Hours 8.briefly describe your duties relating to the other business. - Risk mitigation. Sales of Insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-01

Other Names

• Kurt M Traulsen
• Kurt Traulsen