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KA

Kurt S. Altrichter

LIFE, INC. RETIREMENT SERVICES
Saint Paul, MN
Some features on this profile are disabled
CRD#: 6025268
KA

Professional summary

Kurt Steven Altrichter is a registered financial advisor currently at LIFE, INC. RETIREMENT SERVICES located in Saint Paul, Minnesota.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kurt has worked at 3 firms 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Steven Altrichter'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®
None

Experience

Current

November 4, 2020 - Present

LIFE, INC. RETIREMENT SERVICES

RIA
CRD#: 173073
Saint Paul, MN
Past

June 3, 2019 - October 26, 2020

BOYUM WEALTH ARCHITECTS LLC

RIA
CRD#: 161261
ST. PAUL, MN
Past

January 26, 2017 - July 9, 2019

HIGHMARK WEALTH MANAGEMENT LLC

RIA
CRD#: 164790
ST. PAUL, MN

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
Minnesota
(1/10/2025)
IAR
New York
(6/23/2021)
IAR
Ohio
(11/5/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/26/2017
Uniform Investment Adviser Law Examination

Current Firm

LR
LIFE, INC. RETIREMENT SERVICES
IVORY HILL, LLC | NEFF, RYAN | LIFE, INC. RETIREMENT SERVICES

CRD#: 173073 / SEC#:

Florida
Registered Investment Advisory firm - (6/6/2019 Approved)
Maryland
Registered Investment Advisory firm - (8/19/2019 Approved)
Minnesota
Registered Investment Advisory firm - (4/14/2021 Approved)
New York
Registered Investment Advisory firm - (6/23/2021 Approved)
North Carolina
Registered Investment Advisory firm - (2/25/2021 Approved)
Ohio
Registered Investment Advisory firm - (11/3/2014 Approved)
Texas
Registered Investment Advisory firm - (4/5/2022 Conditional Restricted)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Delaware, OH
Mailing Address
100 E Campus View Blvd Suite #250, Columbus, OH 43235
Phone number
(614) 396-7652
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts321
AUM (Assets Under Management)$ 99,743,000

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

LIFE, INC. RETIREMENT SERVICES

CRD#: 173073Saint Paul, MN

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