KH
Kevin L. Hittinger
ONEPOINT BFG WEALTH PARTNERS
Bradenton, FL
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CRD#: 2060350
KH
Professional summary
Kevin Luke Hittinger, AIF®, ChFC®, CLU®, who also goes by Kevin L Hittinger, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Bradenton, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Whitehall, Pennsylvania.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Kevin has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin L Hittinger
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.
1) Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At Registered Location. RIA. IAR. Start Date: 04/15/2025. 160 hrs/ month; all during trading hours. Service clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 01/31/2025. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3) Real Estate - Kevin L Hittinger. Not Investment Related. At Registered Location. Real Estate. Owner. Start Date: 01/19/1999. 1 hr/ month; all during trading hours. Manage rentail office building for Bleakley Financial and David Schwartz Atty 4) Hittinger Financial. Investment Related. At Registered Location. Fixed Insurance/Annuity. Owner. Start Date: 01/01/2000. 15 hrs/ month; all during trading hours. Insurance and fixed annuity business
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Luke Hittinger'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®
Experience
Current
June 30, 2022 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #2: 514 Fullerton Avenue, Whitehall, PA 18052-6708RIA
CRD#: 318366
Bradenton, FL
Current
April 15, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 514 Fullerton Avenue, Whitehall, PA 18052BD
CRD#: 35747
Whitehall, PA
Past
July 19, 2018 - October 8, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
WHITEHALL, PA
Past
June 5, 2013 - December 4, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
WHITEHALL, PA
Past
January 12, 2012 - July 20, 2022
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
WHITEHALL, PA
Past
November 22, 1993 - March 27, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
WHITEHALL, PA
Past
November 10, 1993 - April 16, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
WHITEHALL, PA
Past
July 27, 1992 - November 16, 1993
VALLEY NATIONAL INVESTMENTS, INC.
BD
CRD#: 16715
BETHLEHEM, PA
Past
October 31, 1990 - July 24, 1992
HACKETT ASSOCIATES, INC.
BD
CRD#: 2106
WYOMISSING, PA
Past
July 10, 1990 - November 12, 1990
NORTH AMERICAN MANAGEMENT, INC.
BD
CRD#: 624
SIOUX FALLS, SD
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".
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP
CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - (2/14/2022 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/15/2025)
RR
California(4/15/2025)
RR
Colorado(4/15/2025)
RR
Connecticut(4/15/2025)
RR
Delaware(4/15/2025)
IAR
Florida(2/14/2025)
RR
Florida(4/15/2025)
RR
Georgia(4/15/2025)
RR
Illinois(4/15/2025)
RR
Maine(4/15/2025)
RR
Maryland(4/15/2025)
RR
Massachusetts(4/16/2025)
IAR
New Jersey(7/1/2022)
RR
New Jersey(4/15/2025)
RR
New Mexico(4/15/2025)
RR
New York(4/15/2025)
RR
North Carolina(4/15/2025)
RR
Ohio(4/15/2025)
IAR
Pennsylvania(6/30/2022)
RR
Pennsylvania(4/15/2025)
RR
South Carolina(4/15/2025)
RR
Tennessee(4/15/2025)
RR
Texas(4/15/2025)
RR
Virginia(4/15/2025)
RR
Washington(4/15/2025)
RR
Wisconsin(4/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP
CRD#: 318366 / SEC#: 801-123232
RIA
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Contact information
Main Address
300 Kimball Drive Suite 310, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 575-4180
Established
Firm type
Fiscal year end
# of Employees
176
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,268 |
| AUM (Assets Under Management) | $ 12,128,656,187 |
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.
