Unclaimed Profile

Kurt Michael Traulsen

EVOLUTION WEALTH MANAGEMENT INC.·FORT MYERS, Florida

Series 65Clean record11 years registeredEVOLUTION WEALTH MANAGEMENT INC.

12487 BRANTLEY COMMONS COURT, FORT MYERS, FL 33907CRD# 6508645Firm CRD# 307644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kurt Michael Traulsen · FORT MYERS, FL

Registration

CRD #6508645 · EVOLUTION WEALTH MANAGEMENT INC. · 11 years registered

Brand Profile

Not yet started

Career History

EVOLUTION WEALTH MANAGEMENT INC.

Apr 2021 – present

TRUADVICE LLC

Oct 2019 – Feb 2021

FT MYERS, FL

BROKERS FINANCIAL

Sep 2018 – Oct 2019

Fort Myers, FL

GRACE CAPITAL MANAGEMENT, LLC

Jun 2015 – Aug 2018

FORT MYERS, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 25, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVOLUTION WEALTH MANAGEMENT INC.

CRD 307644 · SEC 801-131761

AUM

$111M

Regulatory assets under management

Employees

549 client accounts

Services offered by EVOLUTION WEALTH MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVOLUTION WEALTH MANAGEMENT INC. →

Introduction

Speak with Kurt

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kurt is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT MYERS?

Browse all registered financial advisors in FORT MYERS, Florida or claim this profile if it's yours.

Browse FORT MYERS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kurt Michael Traulsen offer?

Kurt Michael Traulsen specializes in Financial Planning, Investment Management. Contact their office in FORT MYERS, Florida for a consultation.

What are Kurt Michael Traulsen's credentials?

Kurt Michael Traulsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt Michael Traulsen located?

Kurt Michael Traulsen is based in FORT MYERS, Florida, working with EVOLUTION WEALTH MANAGEMENT INC.. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.

How does Kurt Michael Traulsen charge for services?

Kurt Michael Traulsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVOLUTION WEALTH MANAGEMENT INC.?

EVOLUTION WEALTH MANAGEMENT INC. has approximately 6 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →