Bio Kurt Fillmore, Investment Adviser

See All Authors »

Kurt Fillmore, Investment Adviser

Founder and President, Wealth Trac Financial

Phone: 888-519-9614

Kurt Fillmore is founder and president of Wealth Trac Financial, an independent financial services firm based in Bingham Farms, Michigan, specializing in customized wealth management and retirement planning. He is an Investment Adviser Representative and licensed insurance professional.

Latest Features

Building Wealth
November 2017

6 Things to Think About When You Get a Pension Payout Offer

Before you take a lump sum or lock in monthly payments, carefully consider the consequences for you, your spouse and your heirs. Once you make a move, there's no turning back.

See More From: Building Wealth

Building Wealth
June 2017

How Investors Can Get Out of a Low-Return Rut

A traditional stock-bond portfolio just might not hack it in the next few years, so retirement savers need to consider some outside-the-box investment strategies.

See More From: Building Wealth

Building Wealth
March 2017

Investors: How to Protect Yourself From Adviser Conflicts of Interest

Retirement planning is tough, and you need help you can trust. Here’s how to get it, with or without regulators’ help.

See More From: Building Wealth

Building Wealth
December 2016

Why You Should Invest in Dividend Stocks

Plus, what to look for when you do.

See More From: Building Wealth