Kurtis
Polacek

Redhawk Wealth Advisors, Inc

CRD#6089232
Investment Advisor
in Hamilton, OH

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About this Advisor

Kurtis Polacek is a financial advisor based in Hamilton, Ohio, working with Redhawk Wealth Advisors, Inc. Kurtis has previously held positions at Simply Money Advisors, Redhawk Wealth Advisors, K&A Wealth Advisors, and John D. Dovich & Associates, LLC. Kurtis has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Kurtis is part of Redhawk Wealth Advisors, Inc, which operates out of Hamilton, Ohio. The firm has 38 offices and 55 employees. The firm manages assets totaling $1.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Redhawk Wealth Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7924 Jessies Way Suite A
Hamilton, OH 45011

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Redhawk Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,167,245

OH Average: $5,289,111,388
Total Number of Employees

55

OH Average: 157
Total Number of Accounts

5,408

OH Average: 8,262
Average Account Size

$335,645

OH Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Kurtis Polacek Work History

2018 - Present (6 years)

Redhawk Wealth Advisors

2017 - Present (7 years)

K&A Wealth Advisors

2017 - 2017 (< 1 year)

Simply Money Advisors

2014 - 2017 (3 years)

John D. Dovich & Associates, LLC

Disclosures

Please visit the SEC profile of Kurtis Polacek 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 Redhawk Wealth Advisors, Inc

Kurtis Polacek
Hamilton, OH
Nathan Willis
Aurora, CO
Sandy Levine
Minneapolis, MN
Joseph Armstrong
Enid, OK
Jason Hand
Minneapolis, MN
Bernard Bedell
Brighton, MI
Andrew Riis
Fishers, IN
Steven Roeth
Minneapolis, MN

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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