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RIA / WealthAdvisor39 years in industry

Kurt Mortenson

Advisor at KEYSTONE PRIVATE WEALTH

PALM DESERT, CA | Menahga, MN

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Search this name across graphsid dfx:ria:b3f019bd-95ca-4be1-415e-71ae1772a560

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KEYSTONE PRIVATE WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 26, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 26, 1987
First registration: Jul 8, 1997
Dual registered: no
Other names: KURT MORTENSON|KURT THOMAS MORTENSON
IAPD individual key: 1672826

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KEYSTONE PRIVATE WEALTH	Independent wealth	Sep 2, 2021	n/a	yes	Menahga, MN\|PALM DESERT, CA	Current employment
CYPRESS WEALTH SERVICES, LLC	Independent wealth	May 19, 2018	Sep 2, 2021	no	Palm Desert, CA	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	Dec 15, 2009	May 15, 2018	no	PALM DESERT, CA\|MENAHGA, MN\|SCHAUMBURG, IL\|SCHAUMBURG, IL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Dec 19, 2009	no	Palm Desert, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 9, 2003	Jun 1, 2009	no	MENAHGA, MN\|PALM DESERT, CA	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Jul 8, 1997	May 23, 2003	no	INDIAN WELLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CYPRESS WEALTH SERVICES, LLC	KEYSTONE PRIVATE WEALTH	Sep 2, 2021	Sep 2, 2021	0	Firm change	RIA to RIA
WORLD EQUITY GROUP, INC.	CYPRESS WEALTH SERVICES, LLC	May 15, 2018	May 19, 2018	4	Firm change	Ibd to RIA
MORGAN STANLEY	WORLD EQUITY GROUP, INC.	Dec 19, 2009	Dec 15, 2009	-4	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
PRUDENTIAL EQUITY GROUP, LLC	CITIGROUP GLOBAL MARKETS INC.	May 23, 2003	May 9, 2003	-14	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
288992:301924:CA:2021-09-02	Sep 2, 2021	Sep 2, 2021	PALM DESERT, CA	Firm change

Relationships

Registered with (6)

→ KEYSTONE PRIVATE WEALTHRegistered adviserregistration: current employment
Sep 2, 2021 to presentfactForm ADV
→ CYPRESS WEALTH SERVICES, LLCRegistered adviserregistration: previous registration
May 19, 2018 to Sep 2, 2021factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
Dec 15, 2009 to May 15, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Dec 19, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 9, 2003 to Jun 1, 2009factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Jul 8, 1997 to May 23, 2003factForm ADV

Dated events

No dated event names this entity yet.