Our Financial Professionals
Client Service Advisor
“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.
Toll Free: 866-481-5550
Fax: (239) 481-5545