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Our Financial Professionals

Grace Advisory Group
KURT TRAULSEN - Client Service Advisor

Kurt Traulsen

Client Service Advisor

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“Helping people retire with the lifestyle they want,” is how Kurt Traulsen II describes his decision to join Grace Advisory Group.

Kurt holds a bachelor’s degree in finance from Florida Gulf Coast University.

During his college years, Kurt worked for a pool company, and one of his clients happened to be Bob Grace. From Bob, he learned about Grace Advisory Group and its work. When the client service advisor position opened up, he was pleased to join the company. In addition to the work, he enjoys the close, family atmosphere.

In his role at Grace, Kurt wears two hats. On the Grace Advisory Group side, he assists with case design and preparation for new clients while providing support to existing clients. On the Grace Capital Management side, Kurt is a client service advisor.

Kurt holds life, health and annuities insurance licenses from the state of Florida and recently obtained his Series 65 securities license.

Kurt is a resident of Cape Coral. In his spare time, he enjoys motocross, jet skiing, boating and fishing.

*Investment Advisory Services offered through Grace Capital Management Group, LLC, a Registered Investment Adviser.

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Phone

Gall Grace Advisory Group

Toll Free: 866-481-5550

Fax: (239) 481-5545

Email: info@gracetax.com

Headquarters

Serving clients throughout Florida

13450 Parker Commons Blvd.

Suite 103

Fort Myers, FL 33912

Cities We Serve

Serving clients throughout Florida

Fort Myers
Naples
Marco Island
Estero
Bonita Springs
Sanibel-Captiva

Cape Coral
Port Charlotte
Punta Gorda
Englewood
North Port
Venice

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