RK
Robert Kort
ADVISORY ALPHA
Holland, MI
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CRD#: 6156666
RK
Professional summary
Robert Kort is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Holland, Michigan.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robert 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.
(1) Kort Advisor Group; Investment-related; 14613 Creek Edge Dr., Holland, MI 49424; Insurance sales; Sole Member; 07/2001; Approx. 100 hours/month; Approx. 50 hours/month during trading hours; Meet with new and existing clients to review previously purchased annuity contracts and/or to present solutions using insurance products.
(2) Robert Kort; Investment-related; 14613 Creek Edge Dr., Holland, MI 49424; Insurance sales; Licensed insurance agent; 07/2001; Approx. 100 hours/month as Sole Member of Kort Advisor Group; Approx. 50 hours/month during trading hours as Sole Member of Kort Advisor Group; Meet with new and existing clients to review previously purchased annuity contracts and/or to present solutions using insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Kort'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®
NoneExperience
Current
September 3, 2020 - Present
ADVISORY ALPHA, LLC
RIA
CRD#: 158282
Holland, MI
Past
February 15, 2018 - September 15, 2020
PLANNERS ALLIANCE
RIA
CRD#: 290575
HOLLAND, MI
Past
January 24, 2013 - February 15, 2018
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
HOLLAND, MI
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".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC
CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)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
Michigan(9/3/2020)
Current Firm
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC
CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 22,480 |
| AUM (Assets Under Management) | $ 3,468,083,482 |
Red Flags
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