Bridget M. Loutzenhiser

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CRD#: 2369401

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bridget Margaret Loutzenhiser, CFP® was a registered financial professional .

Bridget is a previously registered financial professional and started their career in finance in 2001. Bridget had worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Past

January 16, 2003 - January 26, 2026

KAPUSTA FINANCIAL GROUP

RIA

CRD#: 123349

PITTSBURGH, PA

Past

March 22, 2001 - October 30, 2014

DAUTRICH, SEILER FINANCIAL SERVICES, INC.

CRD#: 29421

PITTSBURGH, PA

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".

KAPUSTA FINANCIAL GROUP

KAPUSTA FINANCIAL GROUP | KAPUSTA FINANCIAL GROUP, INC.

CRD#: 123349 / SEC#: 801-113806

RIA

Registered Investment Advisory firm - (8/9/2018 Approved)

Florida

Registered Investment Advisory firm - (8/22/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/22/2018 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 6/26/2001

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/9/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/30/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/2001

General Securities Representative Examination

Current Firm

KAPUSTA FINANCIAL GROUP

KAPUSTA FINANCIAL GROUP | KAPUSTA FINANCIAL GROUP, INC.

CRD#: 123349 / SEC#: 801-113806

RIA

Registered Investment Advisory firm - (8/9/2018 Approved)

Florida

Registered Investment Advisory firm - (8/22/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/22/2018 Terminated)

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Contact information

Main Address

110 Fort Couch Road Suite 108, Pittsburgh, PA 15241

Mailing Address

Phone number

(412) 851-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/23/2026)

Regulatory assets under management

Total Number of Accounts	971
AUM (Assets Under Management)	$ 199,605,506

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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Advisor Monitoring

Firm Stability Insights

Bridget M. Loutzenhiser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KAPUSTA FINANCIAL GROUP

DAUTRICH, SEILER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

KAPUSTA FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 6/26/2001

Series 65

Date: 12/9/1999

SIE

Date: 10/30/2014

Series 7

Date: 3/21/2001

Current Firm

KAPUSTA FINANCIAL GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KAPUSTA FINANCIAL GROUP

TRUST BUT VERIFY

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