Brandon Kurz

from Diversifi Capital LLC
SEC regulated
Regulated Investment Advisor
Brandon Kurz is a financial advisor based in California, Los Altos, with 12 years of experience. Brandon currently works for Diversifi Capital LLC. Brandon maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brandon Kurz works at Diversifi Capital LLC
Diversifi Capital LLC is a financial advisory firm based in Los Altos, California. It currently has approximately $226,510,600 of assets under management and employs about 9 people. Diversifi Capital LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
4546 El Camino Real B10, #1013, Los Altos, California, 94022

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