Kurt J. Rechner

PROPHET CAPITAL ASSET MANAGEMENT

AUSTIN, TX 78746

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CRD#: 2632186

Professional summary

Kurt Joseph Rechner, who also goes by Kurt Rechner, is a registered financial advisor currently at PROPHET CAPITAL ASSET MANAGEMENT located in Austin, Texas.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kurt has worked at 3 firms and has passed the Series 63, Series 7, Series 3, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kurt Rechner

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.

ACCELERATOR HOLDINGS, LLC/CIRCUIT OF THE AMERICAS, LLC THE BUSINESS IS NOT INVESTMENT RELATED 301 CONGRESS AVENUE, SUITE 220, AUSTIN, TX 78701 NATURE OF BUSINESS: CONSTRUCTION OF A AUTOMOBILE RACE TRACK IN AUSTIN, TEXAS POSITION: ON BOARD OF MANAGERS TITLE: VICE PRESIDENT/C.O.O. RELATIONSHIP: BOARD AND STRATEGIC GUIDANCE START DATE: AUGUST 2010 HOURS/MONTH: 40 HOURS DURING SECURITIES TRADING HOURS: APPROXIMATELY ONE HOUR PER DAY DUTIES: HELPED TO GET THE START UP BUSINESS OPERATIONAL, I PROVIDE STRATEGIC GUIDANCE TO THE PRESIDENT AND CFO REGARDING OPERATIONS AND ASSIST THEM WITH PROCURING BANK FINANCING FOR THE CONSTRUCTION OF THE TRACK AND SURROUNDING FACILITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Joseph Rechner'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®

None

Experience

Current

September 2, 2009 - Present

PROPHET CAPITAL ASSET MANAGEMENT

Office #1: 5000 Plaza On The Lake Blvd Suite 180, Austin, TX 78746

RIA

CRD#: 150683

AUSTIN, TX

Past

April 7, 2011 - June 9, 2011

BRAVER STERN SECURITIES LLC

CRD#: 29108

NEW YORK, NY

Past

June 13, 2006 - April 14, 2009

TEJAS SECURITIES GROUP, INC.

RIA

CRD#: 36705

AUSTIN, TX

Past

February 23, 2004 - April 14, 2009

TEJAS SECURITIES GROUP, INC.

CRD#: 36705

AUSTIN, TX

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".

PROPHET CAPITAL ASSET MANAGEMENT

PROPHET CAPITAL ASSET MANAGEMENT | PROPHET CAPITAL ASSET MANAGEMENT LP

CRD#: 150683 / SEC#: 801-70461

RIA

Registered Investment Advisory firm - (8/24/2009 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.

Highlighted states indicate IAR registrations

IAR

Texas
(9/2/2009)

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

Series 63

Date: 6/29/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/29/2003

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 6/19/1995

National Commodity Futures Examination

Principal/Supervisory Exam

Series 24

Date: 5/17/2004

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 3/16/2004

Financial and Operations Principal Examination

Current Firm

PROPHET CAPITAL ASSET MANAGEMENT

PROPHET CAPITAL ASSET MANAGEMENT | PROPHET CAPITAL ASSET MANAGEMENT LP

CRD#: 150683 / SEC#: 801-70461

RIA

Registered Investment Advisory firm - (8/24/2009 Approved)

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Contact information

Main Address

303 Colorado Street Ste 2050, Austin, TX 78701

Mailing Address

Phone number

(512) 327-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROPHET ADV PART2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 3,282,153,505

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

Kurt J. Rechner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Joseph Rechner's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRAVER STERN SECURITIES LLC

TEJAS SECURITIES GROUP, INC.

TEJAS SECURITIES GROUP, INC.

Primary Firm SEC Registration

PROPHET CAPITAL ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 6/29/2004

Series 7

Date: 9/29/2003

Series 3

Date: 6/19/1995

Series 24

Date: 5/17/2004

Series 27

Date: 3/16/2004

Current Firm

PROPHET CAPITAL ASSET MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROPHET CAPITAL ASSET MANAGEMENT

TRUST BUT VERIFY

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