Founder and Wealth Advisor
Focusing on your family’s financial goals has always been the core of Kurt’s mission. Starting in financial services in 2001, he has put an emphasis on helping families create a roadmap for financial independence by identifying what is truly important to their future.
Kurt founded Hagemann Wealth Management in 2008 with this sole mission in mind. Kurt feels that clients have the best chance of meeting their long term goals when they have a full understanding of the planning process. Because of this, he focuses on educating families on all aspects of their financial plan. This has led to him helping guide many families from beginning of the process, to children graduating from college and into their retirement.
Kurt believes strongly in giving back to his community and volunteers his time as much as possible. He currently serves on the board of directors for Batavia MainStreet as well as the board for Water Street Studios. He also currently serves and the chair of the City of Batavia’s Historic Preservation Commission.
A graduate of Drake University, Kurt holds his FINRA series 7 and 24 licenses through LPL Financial and series 66 license through LPL Financial and Hagemann Wealth Management, as well as numerous state insurance licenses. He received the Accredited Asset Management Specialist designation from the College for Financial Planning in 2006.
When he is not working, you can find Kurt watching his kids play Soccer and Baseball or performing music. He enjoys spending time with his family, golfing, playing soccer and volunteering. He and his fiancé, Ambrosia live in Batavia with their four children Dylan, Brianna, Jackson and Nate.
Client Relationship and Office Manager
With over 18 years of experience in administrative and office management, Ambrosia brings her own personal touch to Hagemann Wealth Management. After many years working in the medical field, she has brought that patient care mentality to working with our clients.
Family comes first for Ambrosia and when she’s not at the office she loves spending time with the kids, watching them play sports and perform, and making large family dinners. She spends time volunteering for Batavia MainStreet, Ronald McDonald House, and Special Olympics and overall enjoys being a part of her community.
Zeus, our English Mastiff
VP of Client Comfort
Zeus plays an intricate role in the client management process. From greeting clients to ensuring they receive constant attention while at the office. While his excitement for his position may sometimes cause a bit of excessive drooling, he takes pride in his work and makes sure everyone who meets him feels like a part of the Hagemann Wealth Family.
Ollie, our Shorkie
Assistant VP of Client Comfort
Ollie takes a slightly more overzealous approach than his older brother Zeus to greeting our clients, but he just can’t contain himself and wants to ensure you are met with enthusiasm at Hagemann Wealth Management. When he isn’t proudly showing off his collection of toys and bones to anyone who will pay attention, he can often be found snoozing on a client’s lap during meetings.
Frank, our Bulldog
Frankie is the most recent addition to the Hagemann Wealth Family. His favorite activities are chewing, sleeping, eating…. that’s about it. He is learning fast from his big brothers though and expects to be working his way towards a promotion soon. Just a heads up, when you come to meet Frankie, no shoelaces are safe.