Kurt Traulsen has been Owner of Evolution Wealth Management since November 2020, is a control person of the firm and directly owns between 50% and 75% of it.
Evolution Wealth Management Inc. is a Fort Myers, FL firm with $172M under management, 294 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Kurt Traulsen is Wealth Manager & Founder of Evolution Retirement Services, based in Fort Myers, Florida. He founded the firm to help people retire well and, as a Wealth Manager, works on investing, risk and estate planning. He has lived in Southwest Florida since 1994.
Kurt Traulsen’s longest registration is the current one, 5 years at Evolution Wealth Management since 2021. Before joining Evolution Wealth Management in 2021, Kurt Traulsen was registered through Truadvice LLC and Brokers Financial.
- – present · 5 yearsFort Myers, FL · Adviser representative · Firm CRD 307644
- Truadvice LLC– · 1 yearFT Myers, FL · Adviser representative · Firm CRD 292482
- Brokers Financial– · 1 yearFort Myers, FL · Adviser representative · Firm CRD 139627
- Grace Capital Management, LLC– · 3 yearsFort Myers, FL · Adviser representative · Firm CRD 169813
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 June 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kurt Michael Traulsen
- CRD
- 6508645
- Firm
- Evolution Wealth Management · CRD 307644
- Role
- Owner
- Office
- 12487 BRANTLEY COMMONS COURT, Fort Myers, FL 33907
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- evolutionretirementservices.com
Where does Kurt Traulsen work?
Kurt Traulsen has been Owner of Evolution Wealth Management Inc. since November 2020, and is a control person of the firm.
Is Kurt Traulsen a financial advisor?
Yes. Kurt Traulsen has a current investment-adviser registration, through Evolution Wealth Management since April 2021.
How many years of experience does Kurt Traulsen have?
Kurt Traulsen has 11 years in the financial industry, since September 2015, across 4 adviser firms.
What exams has Kurt Traulsen passed?
Kurt Traulsen passed the Series 65 in June 2015.
Where did Kurt Traulsen work before Evolution Wealth Management?
Before Evolution Wealth Management, Kurt Traulsen was registered through Truadvice LLC, October 2019 to February 2021; Brokers Financial, September 2018 to October 2019; Grace Capital Management, LLC, June 2015 to August 2018.
Where is Kurt Traulsen based?
Kurt Traulsen’s registered office is in Fort Myers, FL.
Is Kurt Traulsen registered with FINRA?
No. Kurt Traulsen has no current broker registration.
How can I verify Kurt Traulsen’s record?
Search CRD 6508645 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kurt Traulsen’s full registration record.
