Unclaimed Profile

Kurt R Nunez

OLYMPUS WEALTH MANAGEMENT, LLC·COTTONWOOD HEIGHTS, Utah

SIE, Series 4, Series 7, Series 9, Series 10, Series 14, Series 23, Series 24, Series 53, Series 66, Series 99TOClean record25 years registeredOLYMPUS WEALTH MANAGEMENT, LLC

6985 UNION PARK CENTER, COTTONWOOD HEIGHTS, UT 84047CRD# 4327653Firm CRD# 173715

Profile Verification

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

Identity

Kurt R Nunez · COTTONWOOD HEIGHTS, UT

Registration

CRD #4327653 · OLYMPUS WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OLYMPUS WEALTH MANAGEMENT, LLC

OLYMPUS WEALTH MANAGEMENT, LLC

Mar 2020 – Jun 2021

Santa Rosa, CA

KCM INVESTMENT ADVISORS

Jul 2019 – Jun 2021

SAN RAFAEL, CA

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

Jun 2006 – Nov 2013

SAN DIEGO, CA

STRATEGIC ADVISERS, INC.

Jun 2004 – Jun 2006

SAN DIEGO, CA

CITICORP INVESTMENT SERVICES

May 2003 – May 2004

ESCONDIDO, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Mar 2001 – Nov 2002

ESCONDIDO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 14

Series 23

Series 24

Series 53

Series 66

Series 99TO

Registration record

First registered · March 13, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OLYMPUS WEALTH MANAGEMENT, LLC

CRD 173715 · SEC 801-80761

AUM

$853M

Regulatory assets under management

Employees

597 client accounts

Services offered by OLYMPUS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OLYMPUS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kurt R Nunez offer?

Kurt R Nunez specializes in Financial Planning, Investment Management.

What are Kurt R Nunez's credentials?

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

Where is Kurt R Nunez located?

Kurt R Nunez is based in COTTONWOOD HEIGHTS, Utah, last registered with OLYMPUS WEALTH MANAGEMENT, LLC.

How does Kurt R Nunez charge for services?

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

How large is OLYMPUS WEALTH MANAGEMENT, LLC?

OLYMPUS WEALTH MANAGEMENT, LLC has approximately 19 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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