Kurt Wedewer is a registered investment advisor at Contego Capital Group, INC., based in Minneapolis, MN, with 5 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 75 clients with $73M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
75 clients
Average Client Portfolio
$977K average
Assets Under Management
$73.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees may be reduced based on certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5354 Parkdale Drive, Suite 103, Minneapolis, MN, 55416

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Contego Capital Group, INC.
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
Mount Yale Investment Advisors, LLC
February 2023 - January 2024 · 11 mos
Accel Wealth Management LLC
June 2021 - December 2022 · 1 yr 6 mos
Accel Wealth Management LLC
June 2021 - June 2021 · 0 mos
Mid Atlantic Financial Management, INC.
November 2020 - June 2021 · 7 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.