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KK

Kurt J. Krokenberger

FACTORPOINT PLANNING
PITTSFORD, NY 14534
Some features on this profile are disabled
CRD#: 6283190
KK

Professional summary

Kurt James Krokenberger is a registered financial advisor currently at FACTORPOINT PLANNING, LLC located in Pittsford, New York.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kurt has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

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 James Krokenberger'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

April 16, 2026 - Present

FACTORPOINT PLANNING, LLC

Office #1: 20 Office Park Way Unit 120, Pittsford, NY 14534
RIA
CRD#: 341229
PITTSFORD, NY
Past

December 16, 2014 - May 6, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Rochester, NY
Past

December 1, 2014 - May 6, 2026

MORGAN STANLEY

BD
CRD#: 149777
Rochester, NY

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
New York
(4/16/2026)
IAR
Texas
(4/16/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/13/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2014
General Securities Representative Examination

Current Firm

FP
FACTORPOINT PLANNING, LLC
FACTORPOINT PLANNING, LLC

CRD#: 341229 / SEC#: 801-135767

RIA
Registered Investment Advisory firm - (4/6/2026 120-Day Approval)
PREMIUM
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Contact information

Main Address
Los Angeles, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FACTORPOINT PLANNING, LLC (3/5/2026)

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

FACTORPOINT PLANNING, LLC

CRD#: 341229Pittsford, NY 14534

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