David Kurtz has been an investment adviser representative at FRA Wealth Management since December 2025, and is not listed among the firm’s executive officers or direct owners.
Fra Wealth Management LLC is an O'Fallon, IL firm with $113M under management, 910 clients and 2 advisers in one office, as of its August 2026 filing.
- Fra Wealth Management LLCCurrent– present · under a yearBrentwood, MO · Adviser representative · Firm CRD 284020
Investment adviser representative registrations
David Kurtz is registered as an investment adviser representative in 2 states. Each was approved in December 2025.
- IllinoisSince 18 December 2025
- MissouriSince 18 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Lee Kurtz
- CRD
- 8185765
- Firm
- FRA Wealth Management · CRD 284020
- Office
- 1034 S Brentwood Blvd, Suite 1300, Brentwood, MO 63117
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does David Kurtz work?
David Kurtz is an investment adviser representative registered through Fra Wealth Management LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Kurtz a financial advisor?
Yes. David Kurtz has a current investment-adviser registration in Illinois and Missouri, through FRA Wealth Management since December 2025.
How many years of experience does David Kurtz have?
David Kurtz has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has David Kurtz passed?
David Kurtz passed the Series 65 in December 2025.
Where is David Kurtz based?
David Kurtz’s registered office is in Brentwood, MO.
Is David Kurtz registered with FINRA?
No. David Kurtz has no current broker registration.
How can I verify David Kurtz’s record?
Search CRD 8185765 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Kurtz’s full registration record.