Kevin B. Geiger

BLACKRIDGE ASSET MANAGEMENT

Mount Pleasant, SC 29464

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CRD#: 5811593

Professional summary

Kevin Bradford Geiger, who also goes by Kevin B. Geiger, is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Mount Pleasant, South Carolina and PEAK BROKERAGE SERVICES, LLC located in Mount Pleasant, South Carolina.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kevin has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin B. Geiger

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) Geiger Investments; investment related, 1156 Bowman Rd. Suite 200 Mount Pleasant SC 29464, Insurance and IA DBA; Owner; 80 Hours Per Month Spent On Activity; 80 hours/ month during trading hours. I will be selling fixed and variable annuities; it is also DBA for brokerage services, insurance, and IA business 2) Peak Brokerage Services, investment related, 1156 Bowman Rd. Suite 200 Mount Pleasant SC 29464, brokerage services, 100 hours/ month, 100 hours/ month during trading; I will be selling commission based investments. 3) Blackridge Asset Management; IAR; Start Date: 3.12.18;Approximate Number Of Hours Spent On Activity Per Month: 50; Approximate Number Of Hours Spent On Activity During Trading Hours: 50

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bradford Geiger's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 13, 2018 - Present

BLACKRIDGE ASSET MANAGEMENT, LLC

Office #1: 1501 Belle Isle Ave Suite 110, Mount Pleasant, SC 29464Office #2: 10 North Martingale Rd Suite 400, Schaumburg, IL 60173Office #3: 7150 Camelback Rd Suite 444, Scottsdale, AZ 85251

RIA

CRD#: 277085

Mount Pleasant, SC

Current

March 1, 2018 - Present

PEAK BROKERAGE SERVICES, LLC

Office #1: 1501 Belle Isle Ave Suite 110, Mount Pleasant, SC 29464

CRD#: 157045

Mount Pleasant, SC

Past

April 11, 2019 - March 19, 2020

THE RETIREMENT GUYS FORMULA

RIA

CRD#: 168561

Mt. Pleasant, SC

Past

March 5, 2018 - March 12, 2018

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Mount Pleasant, SC

Past

March 30, 2015 - November 2, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

OAK BROOK, IL

Past

March 30, 2015 - March 1, 2018

TSFG, LLC

RIA

CRD#: 172555

Mount Pleasant, SC

Past

June 17, 2014 - March 18, 2015

HIGHPOINT PLANNING PARTNERS

RIA

CRD#: 163768

SCHAUMBURG, IL

Past

March 20, 2014 - March 8, 2018

LPL FINANCIAL LLC

CRD#: 6413

OAK BROOK, IL

Past

September 14, 2010 - March 24, 2014

FSC SECURITIES CORPORATION

CRD#: 7461

SCHAUMBURG, IL

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".

BLACKRIDGE ASSET MANAGEMENT, LLC

CRD#: 277085 / SEC#: 801-108114

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

Florida

Registered Investment Advisory firm - (7/13/2016 Terminated)

New York

Registered Investment Advisory firm - (7/13/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Florida
(3/1/2018)

IAR

Illinois
(3/13/2018)

Illinois
(3/21/2018)

South Carolina
(3/1/2018)

IAR

South Carolina
(3/13/2018)

Wisconsin
(3/1/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/11/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/13/2010

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

BLACKRIDGE ASSET MANAGEMENT, LLC

CRD#: 277085 / SEC#: 801-108114

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

Florida

Registered Investment Advisory firm - (7/13/2016 Terminated)

New York

Registered Investment Advisory firm - (7/13/2016 Terminated)

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Contact information

Main Address

1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477

Mailing Address

Phone number

(561) 641-5050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BAM_ADV2A (FINAL 9.29.25) (9/29/2025)

Regulatory assets under management

Total Number of Accounts	826
AUM (Assets Under Management)	$ 196,842,156

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.

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Advisor Monitoring

Firm Stability Insights

Kevin B. Geiger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bradford Geiger's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK BROKERAGE SERVICES, LLC

THE RETIREMENT GUYS FORMULA

BROOKSTONE WEALTH ADVISORS, LLC

LPL FINANCIAL LLC

TSFG, LLC

HIGHPOINT PLANNING PARTNERS

LPL FINANCIAL LLC

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

BLACKRIDGE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2014

Series 63

Date: 10/7/2010

SIE

Date: 10/1/2018

Series 6

Date: 9/13/2010

FINRA

Current Firm

BLACKRIDGE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACKRIDGE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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