Bridget M. Loutzenhiser

KAPUSTA FINANCIAL GROUP

PITTSBURGH, PA 15241

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CRD#: 2369401

Professional summary

Bridget Margaret Loutzenhiser, CFP® is a registered financial advisor currently at KAPUSTA FINANCIAL GROUP located in Pittsburgh, Pennsylvania.

Bridget is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bridget has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

ELECTED POSITION OF JUDGE OF ELECTIONS - CECIL TOWNSHIP, PA - STARTING MAY 2022 - APPROXIMATELY 30 HOURS PER YEAR - TWO DAYS PER YEAR - ELECTION DAY TUESDAY - APPROXIMATELY 15 HOURS PER DAY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bridget Margaret Loutzenhiser's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

January 16, 2003 - Present

KAPUSTA FINANCIAL GROUP

Office #1: 110 Fort Couch Road, Suite 108, Pittsburgh, PA 15241

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.

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

Pennsylvania
(1/16/2003)

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 (3/6/2025)

Regulatory assets under management

Total Number of Accounts	989
AUM (Assets Under Management)	$ 168,612,610

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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Bridget M. Loutzenhiser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bridget Margaret Loutzenhiser's CRS (Customer 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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