KT
Kurt P. Terrien
CLARKSTON CAPITAL PARTNERS
ROCHESTER, MI 48307
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CRD#: 3188114
KT
Professional summary
Kurt P Terrien is a registered financial advisor currently at CLARKSTON CAPITAL PARTNERS, LLC located in Rochester, Michigan and ALPS DISTRIBUTORS, INC. located in Bloomfield Hills, Michigan.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Kurt has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6, Series 24 and Series 26 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.
1. CLARKSTON CAPITAL PARTNERS, INVESTMENT RELATED 91 WEST LONG LAKE RD BLOOMFIELD HILLS MI 48304, INVESTMENT ADVISOR, CHIEF ADMINISTRATIVE OFFICER, 09/2013, 240 HRS/MON, 130 HRS/MON DURING TRADING, SALES AND SERVICE OVERSEE BACKOFFICE OPERATIONS MIDDLE OFFICE SUPPORT TRADING IT. 2. ALPS DISTRIBUTORS INC, INVESTMENT RELATED, 1290 BROADWAY SUITE 1000 DENVER CO 80203, BROKER DEALER, REGISTERED REPRESENTATIVE, 07/20/2015, 160 HRS/MON, 130 HRS/MON DURING TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt P Terrien'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®
NoneExperience
Current
July 20, 2017 - Present
CLARKSTON CAPITAL PARTNERS, LLC
Office #1: 303 East Third Street Suite 110, Rochester, MI 48307RIA
CRD#: 143456
ROCHESTER, MI
Current
August 11, 2015 - Present
ALPS DISTRIBUTORS, INC.
Office #1: 91 West Long Lake Rd, Bloomfield Hills, MI 48304Office #2: 303 E Third Street Suite 110, Rochester, MI 48307BD
CRD#: 16853
Bloomfield Hills, MI
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".
CC
CLARKSTON CAPITAL PARTNERS, LLC
CLARKSTON CAPITAL | CLARKSTON PRIVATE CLIENT | CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456 / SEC#: 801-67681
RIA
Registered Investment Advisory firm - (3/22/2007 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.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
Alabama(9/9/2015)
RR
Alaska(9/9/2015)
RR
Arizona(9/9/2015)
RR
Arkansas(9/9/2015)
RR
California(9/9/2015)
RR
Colorado(9/9/2015)
RR
Connecticut(9/9/2015)
RR
Delaware(9/9/2015)
RR
District of Columbia(9/9/2015)
RR
Florida(9/9/2015)
RR
Georgia(9/9/2015)
RR
Hawaii(9/9/2015)
RR
Idaho(9/9/2015)
RR
Illinois(9/9/2015)
RR
Indiana(9/9/2015)
RR
Iowa(9/9/2015)
RR
Kansas(9/9/2015)
RR
Kentucky(9/9/2015)
RR
Louisiana(9/9/2015)
RR
Maine(9/9/2015)
RR
Maryland(9/9/2015)
RR
Massachusetts(9/9/2015)
RR
Michigan(9/8/2015)
IAR
Michigan(7/20/2017)
RR
Minnesota(9/9/2015)
RR
Mississippi(9/9/2015)
RR
Missouri(9/9/2015)
RR
Montana(9/9/2015)
RR
Nebraska(9/9/2015)
RR
Nevada(9/9/2015)
RR
New Hampshire(9/9/2015)
RR
New Jersey(9/9/2015)
RR
New Mexico(9/9/2015)
RR
New York(9/9/2015)
RR
North Carolina(9/10/2015)
RR
North Dakota(9/9/2015)
RR
Ohio(9/10/2015)
RR
Oklahoma(9/9/2015)
RR
Oregon(9/9/2015)
RR
Pennsylvania(9/9/2015)
RR
Puerto Rico(9/9/2015)
RR
Rhode Island(9/9/2015)
RR
South Carolina(9/9/2015)
RR
South Dakota(9/9/2015)
RR
Tennessee(9/9/2015)
RR
Texas(9/9/2015)
RR
Utah(9/9/2015)
RR
Vermont(9/9/2015)
RR
Virgin Islands(9/9/2015)
RR
Virginia(9/9/2015)
RR
Washington(9/9/2015)
RR
West Virginia(9/9/2015)
RR
Wisconsin(9/9/2015)
RR
Wyoming(9/9/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/9/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CLARKSTON CAPITAL PARTNERS, LLC
CLARKSTON CAPITAL | CLARKSTON PRIVATE CLIENT | CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456 / SEC#: 801-67681
RIA
Registered Investment Advisory firm - (3/22/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 East Third St Suite 110, Rochester, MI 48307
Mailing Address
91 West Long Lake Rd, Bloomfield Hills, MI 48304
Phone number
(248) 723-8000
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,795 |
| AUM (Assets Under Management) | $ 6,769,151,197 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/14/2025 | ||
| 09/06/2024 | ||
| 12/22/2023 | ||
| 01/27/2023 |
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
CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456Rochester, MI 48307TRUST BUT VERIFY
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