Kurt Mortenson
Partner and Senior Advisor at Keystone Private Wealth | Palm Desert, California, United States
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Partner and Senior Advisor at Keystone Private Wealth in September 2023 to Present
Managing Director and Senior Advisor at Keystone Private Wealth in September 2021 to September 2023
Managing Director and Senior Advisor at Cypress Wealth Services in May 2018 to September 2021
Managing Partner/Financial Advisor-CFP(R) at Praxis Wealth Management in January 2009 to May 2018
Senior VP Wealth Management at Morgan Stanley Smith Barney, Prudential Securities, E F Hutton in January 1987 to January 2009
District Manager at Borg Warner Financial in January 1980 to January 1986
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University of California, Riverside - A. Gary Anderson Graduate School of Management, MBA candidate, October 2026
Concordia College
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Wealth Management
Management
High Net Worth Individuals
Investment Management
Certified Financial Planner
Investments
Retirement Planning
Strategic Financial Planning
Asset Allocation
Mutual Funds
Long-term Care
Wealth Management Services
Holistic Financial Planning
Independent Financial Advice
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Discover more about Keystone Private WealthWhat is Kurt Mortenson Cfp(r) email address?
Email Kurt Mortenson Cfp(r) at [email protected] and [email protected]. This email is the most updated Kurt Mortenson Cfp(r)'s email found in 2026.
What is Kurt Mortenson Cfp(r) phone number?
Kurt Mortenson Cfp(r) phone number is +17603403770 and +17605642280.
How to contact Kurt Mortenson Cfp(r)?
To contact Kurt Mortenson Cfp(r) send an email to [email protected] or [email protected]. If you want to call Kurt Mortenson Cfp(r) try calling on +17603403770 and +17605642280. (updated on May 19, 2025)
What company does Kurt Mortenson work for?
Kurt Mortenson works for Keystone Private Wealth
What is Kurt Mortenson's role at Keystone Private Wealth?
Kurt Mortenson is Partner and Senior Advisor
What industry does Kurt Mortenson work in?
Kurt Mortenson works in the Financial Services industry.
Kurt Mortenson Email Addresses
Kurt Mortenson Phone Numbers
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