Kurt Mortenson, CFP
Cypress Wealth Services
Certified Financial Planner in Palm Desert, CA
Address:74150 Country Club Dr
Palm Desert, CA 92260
About Kurt Mortenson
Kurt Mortenson is a financial professional at Cypress Wealth Services located in Palm Desert, California. Kurt Mortenson holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kurt Mortenson provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kurt Mortenson74150 Country Club Dr
Palm Desert, CA 92260
Phone Number:
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Website:
http://www.cypressws.com
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