DK
David C. Kurt
BFC PLANNING
EDWARDS, CO 81632
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CRD#: 4374795
DK
Professional summary
David C Kurt is a registered financial advisor currently at BFC PLANNING, INC. located in Edwards, Colorado.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 1 firm and has passed the Series 65 exam.
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. 1st & Main Investment Advisors- Y- Edwards, CO- Investment advisory business- IAR- 02/2024- 160- 160- Advisory accounts and financial planning. 2. Vail Resorts- N- Broomfield, CO- Ski Valet at Arrowhead Alpine Club-11/2019- 5- 0- Customer service and ski storage for club members. 3. Vail Valley Advisorys- Y- Edwards, CO- IAR business- 02/2024- 160- 160- Holding company for investment activities. 4. Fondue at Home- N- Avon, CO- Delivery/customer service- 02/2024- 16- 0- Delivery and set up for client meals. 5. Amerihome- N- Thousand Oaks, CA- Mortgage Loan Officer- 01/2024- 40- 20- Banking Mortgage Loan Origination.
CRS (Client Relationship Summary) - RIA
Click below to view David C Kurt'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
February 9, 2024 - Present
BFC PLANNING, INC.
Office #1: 97 Main Street W 103, Edwards, CO 81632RIA
CRD#: 119682
EDWARDS, CO
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".
BP
BFC PLANNING, INC.
1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC
CRD#: 119682 / SEC#: 801-67427
RIA
Registered Investment Advisory firm - (1/3/2007 Approved)Iowa
Registered Investment Advisory firm - (3/5/2007 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
Colorado(2/9/2024)
Current Firm
BP
BFC PLANNING, INC.
1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC
CRD#: 119682 / SEC#: 801-67427
RIA
Registered Investment Advisory firm - (1/3/2007 Approved)Iowa
Registered Investment Advisory firm - (3/5/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Mailing Address
Phone number
(319) 447-5700
Established
Firm type
Fiscal year end
# of Employees
200
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,756 |
| AUM (Assets Under Management) | $ 2,026,848,859 |
Red Flags
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