Curt Benjamin Radetich

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2009 → 12/2022
  Td Ameritrade
  Menlo Park, CA
• 09/2022 → 12/2022
  Charles Schwab & Co., Inc.
  Menlo Park, CA
• 01/2023 → 06/2023
  Unemployed
  Redwood City, CA
• 07/2023 → Present
  Voya Financial Advisors
  Redwood City, CA
• 06/2023 → Present
  Radetich Wealth Management Llc
  Redwood City, CA

Previous Registrations

• 2009-04-27 → 2023-02-09
  Td Ameritrade Investment Management, Llc
  Palo Alto, CA
  San Francisco, CA
  San Mateo, CA
  San Mateo, CA
  Menlo Park, CA
• 2022-01-26 → 2022-12-22
  Charles Schwab & Co., Inc.
  San Mateo, CA
• 2009-04-27 → 2022-10-14
  Td Ameritrade, Inc.
  Menlo Park, CA
  San Francisco, CA
  San Mateo, CA
  Menlo Park, CA
• 2006-10-23 → 2009-02-09
  Harrisdirect Llc
  Jersey City, NJ
  Jersey City, NJ
• 1999-12-07 → 2006-06-15
  Charles Schwab & Co., Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

CURT RADETICH POSITION: Author NATURE: I will be working with a team of writers to author a book around finances. The goals will be designed this book for educational purposes only around financial concepts (not investments or investment recommendations). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/09/2024 ADDRESS: 641 Turnbuckle Drive, Unit 1708, Redwood City CA 94063, United States DESCRIPTION: Writing book FIXED INSURANCE PRODUCT SALES POSITION: Independent Insurance Agent NATURE: Fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 641 Turnbuckle Drive, Unit 1708, Redwood City CA 94063, United States DESCRIPTION: Sales of fixed insurance products. RADETICH WEALTH MANAGEMENT LLC POSITION: CEO NATURE: The focus is on wealth management fee-based services for all investors, which includes financial planning, estate planning, investment planning, retirement planning, and insurance planning. This includes fee-based financial planning, fee-based consulting, and fee-based wealth management services and varies programs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/30/2023 ADDRESS: 641 Turnbuckle Drive, Unit 1708, Redwood City CA 94063-5615, United States DESCRIPTION: Remain fiduciary to the overall goals of my clients by focusing on being dutiful and loyal to their overall investment goals and strategies, while providing the utmost care to my client's, which is our first and main priority. RENTAL PROPERTIES POSITION: Owner NATURE: I am the owner of three rental properties which have three separate property managers to handle the day-to-day service & operations. I monitor the property manager's and the individual properties, which can take up to 2 hours per quarter. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2009 ADDRESS: 641 Turnbuckle Drive, Unit 1708, Redwood City CA 94063-5615, United States DESCRIPTION: 2154 Alanis Circle Huntington Beach, CA 92648 233 El Paseo Circle Walnut Creek, CA 94597 9029 Iron Sky Court Reno, NV 89523 FUTURE-PROOF WEALTH STRATEGIES BOOK POSITION: FUTURE-PROOF WEALTH Strategies Author NATURE: I have completed the book titled; "FUTURE-PROOF WEALTH Strategies" and the primary use of this book is for educational purposes only and provides financial concepts, planning, and historic financial information (it doesn't provide investment advice or investment recommendations). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/09/2024 ADDRESS: 641 Turnbuckle Drive, Unit 1708, Redwood City CA 94063, United States DESCRIPTION: I have completed the writing of this book (FUTURE-PROOF WEALTH Strategies) and the promotional weblink is completed and will be hosted on futureproofwealthstrategies.com. The final step will be the publishing on Amazon website for individuals to purchase. FUTUREPROOFWEALTHBOOKSTRATEGIES.COM (WEBLINK OR WEB PROMOTION PAGE) POSITION: Book Website NATURE: I would like to purchase the domain name of futureproofwealthbookstrategies.com to separate this outside business activity away from my Voya website and Radetich Wealth Management. This will be the only source to find my book online. The website link (futureproofwealthbookstrategies.com) will be utilized on Amazon, where the book will be present for purchase. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2025 ADDRESS: 641 Turnbuckle Drive, Unit 1708, Redwood City CA 94063, United States DESCRIPTION: Once I purchase this domain name (futureproofwealthbookstrategies.com) I will let FMG know to publish the one-page webpage.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-29
• S63 Uniform Securities Agent State Law Examination
  1995-12-21