Kurt R. Hennek
Professional summary
Kurt Roderick Hennek, AIF® is a registered financial advisor currently at ATLANTA CONSULTING GROUP ADVISORS, LLC located in Atlanta, Georgia and KINGSWOOD CAPITAL PARTNERS, LLC located in Atlanta, Georgia.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Kurt has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Roderick Hennek's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2018 - Present
ATLANTA CONSULTING GROUP ADVISORS, LLC
Office #1: 5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342June 15, 2018 - Present
KINGSWOOD CAPITAL PARTNERS, LLC
Office #1: 5600 Glenridge Dr Ne Ste 230 - East, Atlanta, GA 30342January 8, 2018 - June 15, 2018
SGMA CAPITAL MARKETS LIMITED
February 13, 2013 - December 31, 2017
RAYMOND JAMES & ASSOCIATES, INC.
February 13, 2013 - December 31, 2017
RAYMOND JAMES & ASSOCIATES, INC.
June 14, 2006 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
May 16, 2006 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
Primary Firm SEC Registration
ATLANTA CONSULTING GROUP ADVISORS, LLC
CRD#: 288169 / SEC#: 801-112054
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2023)
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(12/1/2023)
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(1/31/2018)
(6/15/2018)
(6/30/2023)
(11/8/2023)
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(6/5/2023)
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(6/5/2023)
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(6/15/2018)
(6/5/2023)
(6/30/2023)
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(6/5/2023)
(6/30/2023)
(6/30/2023)
Exams
FINRA
Current Firm
ATLANTA CONSULTING GROUP ADVISORS, LLC
CRD#: 288169 / SEC#: 801-112054
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,836 |
| AUM (Assets Under Management) | $ 13,586,544,360 |
Red Flags
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