Broker Check

Kurt Schroeder, RFC®

  • Associate of AspenMark Wealth Management LLC.
  • Investment Advisor Representative of GWN Securities, Inc.
  • Kurt is a member of the International Association of Registered Financial Consultants and holds the Registered Financial Consultant designation, RFC®.
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Kurt Schroeder is an Associate of AspenMark Wealth Management LLC. which is an INDEPENDENT financial services firm.  Kurt is dedicated to delivering quality, long-term strategies and a client experience that exceeds expectations!

Click to Talk to Kyle

Kurt has been working in the financial industry since 2014.  Prior to his career in finance, Kurt enjoyed a 25-year career as a Registered Nurse.

When asked why he transitioned into finance Kurt responded, “I initially took an interest in investing because I was concerned about my own family.  My wife and I were both working as RNs, contributing to our 401(k)s, and raising our son. I started learning about life insurance for our family, college savings plans, and investing for our future retirement.  As I continued to read books and learn more about financial planning, I found myself talking to fellow hospital employees and asking about their plans for retirement.  I discovered many of my colleagues had a knowledge deficit related to protecting their families and investing for the retirement. I felt compelled to help my fellow healthcare professionals, but I was not a licensed financial professional. I began to study formally and acquired the securities and insurance licenses required to help my colleagues. By 2014, I had obtained my licenses and have been helping healthcare professionals, and the community at large, ever since”.

Originally from Connecticut, Kurt has enjoyed living in Colorado since 1996.  Kurt and his wife, Naima, have been married since 1998 and are proud parents of their son, Zack.

Kurt holds 2 undergraduate degrees and a master’s degree from the following institutions:

Kent School, Kent, CT. Diploma

St. Lawrence University, Canton, NY.  BA-Government

Southern Connecticut State University, New Haven, CT. BSN

Western Governors University, Salt Lake City, UT.  MSN-Education

To schedule an appointment with Kurt, click the "yellow button" above to link to his calendar.

  • Free consultation
  • In-office visit (preferred if you're local)
  • Screen-share online appointments (great for those who aren't close to the office or have social distancing concerns)
  • Quick answers phone-call appointments

Fun Facts:

Kurt grew up playing competitive hockey back east in Connecticut.  

 Kurt Headshot    Kurt & Naima Kurt Standing  Kurt & Zach