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KC

Kent J. Costello

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CRD#: 5696656
KC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kent John Costello was a registered financial professional .

Kent is a previously registered financial professional and started their career in finance in 2010. Kent had worked at 2 firms and has passed the Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 25, 2013 - October 15, 2013

BLUEPOINT INVESTMENT COUNSEL, LLC

RIA
CRD#: 160298
MADISON, WI
Past

November 24, 2010 - July 13, 2012

MORGAN STANLEY

RIA
CRD#: 149777
MADISON, WI
Past

November 2, 2010 - July 13, 2012

MORGAN STANLEY

BD
CRD#: 149777
MADISON, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/23/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 12/30/2011
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


BI
BLUEPOINT INVESTMENT COUNSEL, LLC
AVECTOR WEALTH MANAGEMENT, LLC | BLUEPOINT INVESTMENT COUNSEL, LLC

CRD#: 160298 / SEC#: 801-73033

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Contact information


Main Address
22 E Mifflin St Suite 302, Madison, WI 53703
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE OF BLUEPOINT INVESTMENT COUNSEL (3/30/2018)

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


BLUEPOINT INVESTMENT COUNSEL, LLC

CRD#: 160298

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