Kurt
Durrwachter

Dakota Wealth, LLC

CRD#4207020
Investment Advisor
in Sartell, MN

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About this Advisor

Kurt Durrwachter is a financial advisor based in Sartell, Minnesota, working with Dakota Wealth, LLC. Kurt has previously held positions at Securities Service Network, Ledge Wealth Management, Inc, and Dakota Wealth, LLC. Kurt has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Kurt is part of Dakota Wealth, LLC, which operates out of Sartell, Minnesota. The firm has 21 offices and 84 employees. The firm manages assets totaling $5.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Dakota Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2454 8Th Avenue S, Suite #200
Sartell, MN 56377

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Dakota Wealth, LLC Brokerage Details

Total Assets Under Management

$5,334,134,989

MN Average: $1,855,561,029
Total Number of Employees

84

MN Average: 62
Total Number of Accounts

9,720

MN Average: 2,474
Average Account Size

$548,779

MN Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Other

Kurt Durrwachter Work History

2024 - Present (0 year)

Dakota Wealth, LLC

2012 - Present (12 years)

Ledge Wealth Management, Inc

2012 - 2020 (8 years)

Securities Service Network

Disclosures

Please visit the SEC profile of Kurt Durrwachter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dakota Wealth, LLC

Maribeth Rector
Palm Beach Gardens, FL
Madison Strahan
Akron, OH
Timothy Dick
Palm Beach Gardens, FL
Jeffrey Goyette
Palm Beach Gardens, FL
Peter Augustin
Akron, OH
Joshua Crossman
Palm Beach Gardens, FL
Rhys Williams
Palm Beach Gardens, FL
Nicole' Keane
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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