Bo D. Brustkern
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.
Bo Daniel Brustkern was a registered financial professional .
Bo is a previously registered financial professional and started their career in finance in 2010. Bo had worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 9, 2018 - October 5, 2023
LENDINGROBOT
April 18, 2014 - December 31, 2017
LENDINGROBOT
November 30, 2010 - June 14, 2011
COLORADO FINANCIAL SERVICE CORPORATION
Primary Firm SEC Registration
LENDINGROBOT
CRD#: 169878 / SEC#: 801-100372
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LENDINGROBOT
CRD#: 169878 / SEC#: 801-100372
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 903 |
| AUM (Assets Under Management) | $ 21,901,237 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 01/29/2024 | ||
| 05/17/2023 |
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.
