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Information

Firm:
Dublin Wealth Management, Inc.
President / Chief Compliance Officer
Type: RIA
Description

Kurt Weselius is an executive and is sole owner of Dublin Wealth Management, Inc., a $15M RIA. Kurt has held an industry securities registration for 6 years and is subject to SEC oversight.

BrightScope Advisor Metrics

Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Kurt Erik Weselius has not answered any questions on Financial Q&A.

Top Guides

Kurt Erik Weselius has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

Individuals
High Net Worth Individuals
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

Employer Years Dates
Dublin Wealth Management, Inc. 4 years Apr 2010 - Present
Aura Asset Management 2 years Apr 2008 - Apr 2010
Aura Asset Management 1 year Apr 2007 - Apr 2008
Aura Financial Services, Inc. 9 years, 11 months Feb 2000 - Jan 2010
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 04/27/2010, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
04/27/2010
11/14/2013
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 04/05/2007
Uniform Securities Agent State Law Examination Series 63 05/23/2003
Investment Company Products/Variable Contracts Representative Examination Series 6 01/24/2003

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees