Kevin L. Bidenkap
TORTUGA WEALTH MANAGEMENT
Torrance, CA 90501
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CRD#: 2492838
Professional summary
Kevin Lee Bidenkap, CFP®, ChFC®, CLU® is a registered financial advisor currently at TORTUGA WEALTH MANAGEMENT located in Torrance, California and LPL FINANCIAL LLC located in Torrance, California.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Kevin has worked at 6 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Insurance Planning
Comprehensive Financial Planni...
Education Planning
Estate Planning
Investment Planning
Business Succession Planning
Retirement Planning
Tax Planning
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.
1. 3/12/2013: REAL ESTATE RENTAL - PENDING COMMERCIAL PROPERTY PURCHASE. PROPERTY HAS 8 TOTAL OFFICES. TORTUGA WEALTH MANAGEMENT (US) WILL RENT ONE OF THE SPACES. - TIME SPENT 1% - TORRANCE, CA. 2. 04/07/2014 * Quick Class, Inc * For-Profit Board Member * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * TIME SPENT 1% 3. 05/20/2015 - TORTUGA WEALTH MANAGEMENT - INV REL - 1957 W. CARSON ST., STE 100 TORRANCE, CA 90501 - REGISTERED INVESTMENT ADVISOR DBA - TORTUGA WEALTH MANAGEMENT - START 05/01/2010 - 160 HRS/MO DURING SECS TRDG HRS 4. 8/22/2018 - Beneficial Life Insurance Co. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:02/07/2018 - 5 Hours Per Month/5 Hours During Trading. 5. 3/23/2020 - No Business Name - Investment Related - Creal Springs, IL 62922 - Real Estate Rental - Started 12/14/2019 - 0 Hours Per Month - Own a farm property in Southern Illinois that produces income on an annual basis. 6. 6/23/2021 - Tortuga Wealth Management Inc - DBA: Tortuga Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 6/17/2021 - 168 Hours Per Month/8 Hours During Securities Trading. 7. 10/6/2021 - Tortuga Hatch - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/04/2021 - 10 Hours Per Month/5 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Lee Bidenkap'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®
CFP®
Start date: 2003
Experience
Current
May 21, 2010 - Present
TORTUGA WEALTH MANAGEMENT
Office #1: 1957 Carson Street Suite 100, Torrance, CA 90501RIA
CRD#: 153737
Torrance, CA
Current
May 21, 2010 - Present
LPL FINANCIAL LLC
Office #1: 1957 W Carson St Ste 100, Torrance, CA 90501-3285RIA
BD
CRD#: 6413
Torrance, CA
Past
June 1, 2009 - June 16, 2010
MORGAN STANLEY
RIA
CRD#: 149777
TORRANCE, CA
Past
June 1, 2009 - June 16, 2010
MORGAN STANLEY
BD
CRD#: 149777
TORRANCE, CA
Past
August 19, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
TORRANCE, CA
Past
August 19, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
TORRANCE, CA
Past
November 2, 1998 - August 31, 2005
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
TORRANCE, CA
Past
March 27, 1995 - August 31, 2005
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
September 14, 1994 - February 22, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
TW
TORTUGA WEALTH MANAGEMENT
TORTUGA WEALTH MANAGEMENT | TORTUGA WEALTH MANAGEMENT, INC.
CRD#: 153737 / SEC#: 801-124715
RIA
Registered Investment Advisory firm - (4/22/2022 Approved)California
Registered Investment Advisory firm - (5/26/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/26/2022 Terminated)Texas
Registered Investment Advisory firm - (4/26/2022 Terminated)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(5/21/2010)
RR
Arkansas(9/22/2014)
RR
California(5/21/2010)
IAR
California(5/21/2010)
RR
Colorado(5/21/2010)
RR
Connecticut(6/10/2019)
RR
Florida(7/26/2013)
RR
Georgia(6/30/2010)
RR
Hawaii(8/12/2014)
RR
Idaho(6/29/2010)
RR
Illinois(5/21/2010)
RR
Indiana(3/13/2020)
RR
Louisiana(5/12/2017)
RR
Massachusetts(1/22/2017)
RR
Michigan(1/6/2011)
RR
Minnesota(8/17/2017)
RR
Nebraska(3/10/2015)
RR
Nevada(1/6/2016)
RR
New Mexico(1/6/2011)
RR
New York(7/7/2010)
RR
Ohio(9/20/2018)
RR
Oregon(4/1/2016)
RR
Pennsylvania(1/22/2017)
RR
Rhode Island(7/4/2022)
RR
Tennessee(7/16/2010)
RR
Texas(5/21/2010)
IAR
Texas(5/21/2010)
RR
Utah(12/27/2018)
RR
Virginia(3/10/2017)
RR
Washington(6/30/2010)
RR
Wisconsin(8/10/2010)
RR
Wyoming(9/13/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TW
TORTUGA WEALTH MANAGEMENT
TORTUGA WEALTH MANAGEMENT | TORTUGA WEALTH MANAGEMENT, INC.
CRD#: 153737 / SEC#: 801-124715
RIA
Registered Investment Advisory firm - (4/22/2022 Approved)California
Registered Investment Advisory firm - (5/26/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/26/2022 Terminated)Texas
Registered Investment Advisory firm - (4/26/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1957 Carson Street Suite 100, Torrance, CA 90501
Mailing Address
Phone number
(310) 935-0275
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 507 |
| AUM (Assets Under Management) | $ 156,006,704 |
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.
