Curt R. Fritsch

CRF FINANCIAL GROUP

Indianapolis, IN 46260

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CRD#: 1302771

Professional summary

Curt Robert Fritsch MR., who also goes by Curt R Fritsch Mr., Curt Robert Fritsch, is a registered financial advisor currently at CRF FINANCIAL GROUP located in Indianapolis, Indiana.

Curt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Curt has worked at 6 firms and has passed the Series 65, Series 63, Series 50, Series 7 and Series 54 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Curt R Fritsch Mr. | Curt Robert Fritsch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MBS GROUP, INC. 2771 OLD HIGGINS RD, ELK GROVE VILLAGE, IL 60003 IMPORT/EXPORT BUSINESS FOR THE BILLIARD INDUSTRY. STARTED 7/2000. I AM A SILENT PARTNER. I ONLY INVESTED MONEY AND I HAVE NO DAY TO DAY RESPONSIBLITIES. I SPEND 1 HOUR A WEEK DISCUSSING THE PREVIOUS WEEKS SALES AND FINANCIAL CONDITION OF THE COMPANY. I AM THE SECRETARY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curt Robert Fritsch MR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 11, 2009 - Present

CRF FINANCIAL GROUP

Office #1: 9247 N. Meridian St. Suite 125, Indianapolis, IN 46260

RIA

CRD#: 127388

Indianapolis, IN

Past

September 29, 2017 - June 25, 2018

CRF ADVISORS

RIA

CRD#: 289210

INDIANAPOLIS, IN

Past

December 5, 2003 - December 31, 2008

CRF FINANCIAL GROUP

RIA

CRD#: 127388

INDIANAPOLIS, IN

Past

May 31, 1994 - November 6, 1995

GEORGE K. BAUM & COMPANY

CRD#: 36354

KANSAS CITY, MO

Past

June 15, 1988 - May 31, 1994

GKB, INC.

CRD#: 350

KANSAS CITY, MO

Past

October 23, 1985 - June 20, 1988

BOETTCHER & COMPANY, INC.

CRD#: 101

Past

October 26, 1984 - October 7, 1985

BMO CAPITAL MARKETS GKST INC.

CRD#: 8352

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRF FINANCIAL GROUP

CRF ADVISORS, INC | CRF FINANCIAL GROUP

CRD#: 127388 / SEC#: 801-72062

RIA

Registered Investment Advisory firm - (1/7/2011 Approved)

Illinois

Registered Investment Advisory firm - (12/31/2008 Failure to Renew)

Indiana

Registered Investment Advisory firm - (2/6/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(8/11/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/21/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 50

Date: 8/23/2017

Municipal Advisor Representative Qualification Exam

General Industry/Product Exam

Series 7

Date: 10/20/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 54

Date: 3/28/2022

Municipal Advisor Principal Qualification Examination

Current Firm

CRF FINANCIAL GROUP

CRF ADVISORS, INC | CRF FINANCIAL GROUP

CRD#: 127388 / SEC#: 801-72062

RIA

Registered Investment Advisory firm - (1/7/2011 Approved)

Illinois

Registered Investment Advisory firm - (12/31/2008 Failure to Renew)

Indiana

Registered Investment Advisory firm - (2/6/2013 Terminated)

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Contact information

Main Address

9247 N. Meridian St. Suite 125, Indianapolis, IN 46260

Mailing Address

Phone number

(317) 844-8077

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

CRF ADV II (1/18/2024)

ADV PART 2 B (1/18/2024)

ADV PART 2 (1/18/2024)

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 279,481,430

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Curt R. Fritsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curt Robert Fritsch MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

CRF ADVISORS

CRF FINANCIAL GROUP

GEORGE K. BAUM & COMPANY

GKB, INC.

BOETTCHER & COMPANY, INC.

BMO CAPITAL MARKETS GKST INC.

Primary Firm SEC Registration

CRF FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2003

Series 63

Date: 11/12/1984

Series 50

Date: 8/23/2017

Series 7

Date: 10/20/1984

Series 54

Date: 3/28/2022

Current Firm

CRF FINANCIAL GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRF FINANCIAL GROUP

TRUST BUT VERIFY

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