Kurt Mortenson
Keystone Private Wealth · Menahga, Minnesota
Kurt Mortenson is a fee-only financial advisor at Keystone Private Wealth in Menahga, Minnesota. Keystone Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Keystone Private Wealth |
|---|---|
| Based in | Menahga, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $860.7M across 1,542 accounts |
| SEC registration | Investment adviser representative in CA, MN · CRD 1672826 |
| Exams passed | Series 63 (1987) · Series 65 (1992) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.keystoneprivatewealth.com |
| Profile |
How Kurt's firm compares
- Keystone Private Wealth's average account is about $558,000, from its Form ADV (assets managed divided by 1,542 accounts).
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Questions about Kurt
Is Kurt Mortenson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kurt holds no broker registration, and Keystone Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kurt charge for financial advice?
Kurt's firm, Keystone Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kurt Mortenson based?
Kurt Mortenson is based in Menahga, Minnesota.
Is Kurt Mortenson registered with the SEC?
Yes. Kurt Mortenson is registered as an investment adviser representative in CA and MN (CRD 1672826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keystone Private Wealth manage?
Keystone Private Wealth reports $860.7M across 1,542 accounts in assets under management.
How do I contact Kurt Mortenson?
Through Kurt's website, www.keystoneprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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