BK
Bradley J. Kingsbury
BLUE CAPITAL
ELKHORN, NE 68022
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CRD#: 4065066
BK
Professional summary
Bradley James Kingsbury is a registered financial advisor currently at BLUE CAPITAL located in Elkhorn, Nebraska.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Bradley has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 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.
BK FINANCIAL SERVICES 17445 ARBOR STREET, SUITE 310 OMAHA, NE 68130 OWNER/INVESTMENT RELATED INSURANCE & FINANCIAL SERVICES PRACTICE EFFECTIVE: 07/2002 1 Hour Per Month DIVINE SHEPHERD LUTHERAN CHURCH OMAHA, NE BOARD MEMBER/NOT INVESTMENT RELATED CHURCH BOARD EFFECTIVE: 01/2022 5 HOURS PER MONTH/0 HOURS DURING MARKET HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Bradley James Kingsbury'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
November 18, 2019 - Present
BLUE CAPITAL
Office #1: 4221 North 203rd Street Suite 200, Elkhorn, NE 68022RIA
CRD#: 304083
ELKHORN, NE
Past
January 31, 2012 - November 12, 2019
CAPITAL SYNERGY PARTNERS
RIA
CRD#: 148733
OMAHA, NE
Past
January 3, 2012 - November 12, 2019
CAPITAL SYNERGY PARTNERS
BD
CRD#: 148733
OMAHA, NE
Past
August 11, 2006 - December 31, 2011
FINANCIAL WEST GROUP
RIA
CRD#: 16668
OMAHA, NE
Past
February 2, 2004 - December 31, 2011
FINANCIAL WEST GROUP
BD
CRD#: 16668
OMAHA, NE
Past
January 5, 2000 - February 24, 2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
OMAHA, NE
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".
BC
BLUE CAPITAL
BERSTLER GROUP | BLUE CAPITAL, INC. | BLUE CAPITAL | BK FINANCIAL SERVICES
CRD#: 304083 / SEC#: 801-121357
RIA
Registered Investment Advisory firm - (5/28/2021 Approved)California
Registered Investment Advisory firm - (7/2/2021 Terminated)Iowa
Registered Investment Advisory firm - (6/10/2021 Terminated)Nebraska
Registered Investment Advisory firm - (6/2/2021 Terminated)Nevada
Registered Investment Advisory firm - (7/14/2021 Terminated)Texas
Registered Investment Advisory firm - (6/2/2021 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.Highlighted states indicate IAR registrations
IAR
Nebraska(11/18/2019)
IAR
Texas(6/19/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BC
BLUE CAPITAL
BERSTLER GROUP | BLUE CAPITAL, INC. | BLUE CAPITAL | BK FINANCIAL SERVICES
CRD#: 304083 / SEC#: 801-121357
RIA
Registered Investment Advisory firm - (5/28/2021 Approved)California
Registered Investment Advisory firm - (7/2/2021 Terminated)Iowa
Registered Investment Advisory firm - (6/10/2021 Terminated)Nebraska
Registered Investment Advisory firm - (6/2/2021 Terminated)Nevada
Registered Investment Advisory firm - (7/14/2021 Terminated)Texas
Registered Investment Advisory firm - (6/2/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3814 Farnam Street Suite 202, Omaha, NE 68131
Mailing Address
Phone number
(402) 932-0131
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,201 |
| AUM (Assets Under Management) | $ 208,782,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLUE CAPITAL
CRD#: 304083Elkhorn, NE 68022TRUST BUT VERIFY
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