DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Frederick Maximilian Kort
Certified Financial Planner
Feed of 09/14/2026
Also filed as Maximilian Frederick Kort
At current firm
1 y
since Apr 29, 2025
In the industry
19 y
since Jun 1, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cura Wealth Advisors, LLC independent RIA currentsince Apr 29, 2025 · Chicago, Il
- Arete Wealth Advisors, LLC BD affiliatedSep 29, 2021 to Jan 8, 2026 · Chicago, Il
- Iht Wealth Management LLC BD affiliatedMay 21, 2018 to Sep 24, 2021 · Chicago, Il
- Insight Securities, Inc. mixed wealthMay 10, 2018 to May 18, 2018 · Highland Park, Il
- UBS Financial Services Inc. wirehouseSep 11, 2007 to Jun 6, 2018 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Arete Wealth Advisors, LLC to Cura Wealth Advisors, LLCleft Jan 8, 2026, registered Apr 29, 2025 (-254 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Iht Wealth Management LLC to Arete Wealth Advisors, LLCleft Sep 24, 2021, registered Sep 29, 2021 (5 days) · RIA to affiliated broker-dealer or bank · moved with a team
- UBS Financial Services Inc. to Insight Securities, Inc.left Jun 6, 2018, registered May 10, 2018 (-27 days) · Other
- Insight Securities, Inc. to Iht Wealth Management LLCleft May 18, 2018, registered May 21, 2018 (3 days) · Other
Signals
- Frederick Maximilian Kort left Arete Wealth Advisors, Llc for Cura Wealth Advisors, Llc (registered 2025-04-29)Jan 8, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address