Kurt Rozman

Kurt Rozman


Kurt is driven by a singular passion in life: live the best life he can, while helping as many deserving people as possible along the way. His focus is to improve everything he touches. Kurt has spent the last 30 years of his professional career helping people improve their financial lives. From the beginning, his focus has resulted in him outgrowing two investment firms, leading to his ultimate professional achievement, building, and managing his own RIA.

Kurt’s goal is to bring high quality, personalized investment management within the reach of high net-worth investors.  Recently Kurt aligned his Registered Investment Advisory Firm with Intrua Financial to gain access to a large network of professionals, including asset managers, financial planners and thought leaders.  His vision is to reduce the time spent managing the RIA to spend more time managing his client’s investment portfolios.  Kurt holds his holds his Series 7, 9, 10, 63 registrations through LPL Financial and his Series 65 through Intrua Financial LLC.

For Kurt, work is deeply interwoven into his life. He is always looking for ways to improve and grow. He meets new challenges head on, always striving for professional development and advancing new portfolio management techniques.

Fun Facts about Kurt:  Kurt’s favorite subject is history. He especially enjoys reading about our countries forefathers and holds all our military personnel in the highest regard.

Kurt’s favorite hobby is travel.  Whenever he gets the opportunity to do so, he and his wife head out on a new adventure.