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LK

Loren L. Kinczel

CULTIVATE FINANCIAL GROUP LLC
LOS GATOS, CA 95032
Some features on this profile are disabled
CRD#: 2772548
LK

Professional summary

Loren Lowe Kinczel is a registered financial advisor currently at CULTIVATE FINANCIAL GROUP LLC located in Los Gatos, California.

Loren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Loren has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
UC Santa Cruz Foundation Trustee, Investment & Finance Committee Chair; Start date: 10/2013; Less than 5% of time. $0 income; Description: Attend quarterly trustee and committee meetings as well as other events supporting the mission of the UCSC Foundation including fundraising and networking. University of California Observatories Director's Advisory; Not investment related; Board Member; Start Date 08/2021; Santa Cruz, CA; Less than 5% of time. University of California Fiat Lux Alliance; Not investment related; Board Member; Start Date 03/2024; Oakland, CA; Less than 5% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loren Lowe Kinczel'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®
None

Experience

Current

August 2, 2017 - Present

CULTIVATE FINANCIAL GROUP LLC

Office #1: 16185 Los Gatos Boulevard Suite 205, Los Gatos, CA 95032
RIA
CRD#: 288980
LOS GATOS, CA
Past

November 5, 2010 - February 23, 2018

SCHARF INVESTMENTS, LLC

RIA
CRD#: 105508
SCOTTS VALLEY, CA

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
California
(8/2/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/4/2010
Uniform Investment Adviser Law Examination

Current Firm

CF
CULTIVATE FINANCIAL GROUP LLC
CULTIVATE FINANCIAL GROUP | CULTIVATE WEALTH | CULTIVATE INVESTMENTS | CULTIVATE FINANCIAL GROUP LLC

CRD#: 288980 / SEC#:

California
Registered Investment Advisory firm - (8/2/2017 Approved)
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Contact information

Main Address
16185 Los Gatos Boulevard Suite 205, Los Gatos, CA 95032
Mailing Address
Phone number
(650) 451-3008
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts59
AUM (Assets Under Management)$ 57,743,545

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.

Company Information

CULTIVATE FINANCIAL GROUP LLC

CRD#: 288980Los Gatos, CA 95032

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