KS
Kurt D. Sytsma
MONEY CONCEPTS CAPITAL CORP
Grand Rapids, MI 49546
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CRD#: 6542804
KS
Professional summary
Kurt Douglas Sytsma, who also goes by Kurt D Sytsma, is a registered financial advisor currently at MONEY CONCEPTS CAPITAL CORP located in Grand Rapids, Michigan.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Kurt has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kurt D Sytsma
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. Humana Independent Insurance Agent. Health Insurance, Selling Humana Health Insurance. Non-investment related, 1-20% time spent on activity during securities hrs. 2. Blue Cross And Blue Shield Independent Insurance Agent, Health Insurance, selling insurance for BCBS Non-investment related, 1-20% time spent on activity during securities hrs. 3 .Priority Health Independent Insurance Agent, Health Care, Independent Agent selling health insurance. Non-investment related, 1-20% time spent on activity during securities hrs. 4 .GeoBlue Travel Medical Insurance Agent, 3767 Sparks Dr. SE Grand Rapids MI 49546.. Independent Insurance Agency. Agent, Travel Medical Insurance, Non-investment related, 1-20% time spent on activity during non-securities hrs. 5. Molina Healthcare Sales, Independent Insurance Agency. Health, Dental, Vision Non-investment related, 1-20% time spent on activity during non-securities hrs. 6. Creative Window Treatments - Sub contractor, 682 Lake St. Kalamazoo Mi 49001. My role is to Fabricate window treatment products and assist with installations on a very limited basis. Non-investment related, 1-20% time spent on activity during non-securities hrs. 7. ASK Property Management LLC, 780 Four Ponds Ct. SE Byron Center MI 49315. Rental Property, Owner. Non-investment related, 0-10% time spent on activity during non-securities hrs. 8. United Healthcare, Agent, Healthcare, Dental , Vision. Non-investment related, 1-10% time spent on activity during non-securities hrs. 9. Rick Young Insurance, Health Insurance General Agency. Health Insurance, Non-investment related, 1-10% time spent on activity during securities hrs. 10. Oscar health Insurance, since 01/01/2023, Insurance agent, Health insurance, Non-investment related, 1-10% time spent on activity during securities hrs. 11. Dylan Consulting, since 1/1/2021, Agent, Dental Insurance, Non-investment related, 1-10% time spent on activity during securities hrs. 12. Ambetter Health Insurance agent, since 1/1/2022, Agent, Health, Non-investment related, 1-10% time spent on activity during securities hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Douglas Sytsma's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kurt Douglas Sytsma'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
December 3, 2015 - Present
MONEY CONCEPTS CAPITAL CORP
Office #1: 3767 Sparks Drive Se, Grand Rapids, MI 49546Office #2: 266 North Jebavy Drive, Ludington, MI 49431RIA
BD
CRD#: 12963
Grand Rapids, MI
Current
October 5, 2015 - Present
MONEY CONCEPTS CAPITAL CORP
Office #1: 3767 Sparks Drive Se, Grand Rapids, MI 49546Office #2: 266 North Jebavy Drive, Ludington, MI 49431RIA
BD
CRD#: 12963
Grand Rapids, 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".
MC
MONEY CONCEPTS CAPITAL CORP
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION | MONEY CONCEPTS CAPITAL CORP | MONEY CONCEPTS ADVISORY SERVICE
CRD#: 12963 / SEC#: 801-39736, 8-29671
RIA
Registered Investment Advisory firm - SEC (10/7/1991 Approved)Virgin Islands
Registered Investment Advisory firm - SEC (10/28/2020 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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.RR
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
RR
Arizona(1/14/2021)
RR
California(1/14/2021)
RR
Colorado(4/26/2017)
RR
Florida(2/7/2018)
RR
Illinois(1/29/2024)
RR
Michigan(12/1/2015)
IAR
Michigan(12/3/2015)
RR
Minnesota(5/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MC
MONEY CONCEPTS CAPITAL CORP
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION | MONEY CONCEPTS CAPITAL CORP | MONEY CONCEPTS ADVISORY SERVICE
CRD#: 12963 / SEC#: 801-39736, 8-29671
RIA
Registered Investment Advisory firm - SEC (10/7/1991 Approved)Virgin Islands
Registered Investment Advisory firm - SEC (10/28/2020 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
11440 Jog Road, Palm Beach Gardens, FL 33418
Mailing Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Phone number
(561) 472-2000
Established
Florida since 06/23/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
431
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MONEY CONCEPTS INTERNATIONAL, INC | OWNS 100% OF MONEY CONCEPTS CAPITAL CORP. | |
| BARNETT, CHERYL MORRIS | VICE PRESIDENT | COMPLIANCE OFFICER | 1795785 |
| MATOS, LIZA MARIA | VICE PRESIDENT | COMPLIANCE OFFICER | 4371969 |
| RITTMAN, BARRY RICHARD | VICE PRESIDENT | CHIEF FINANCIAL OFFICER | 1997994 |
| WALSH, DENIS STEPHEN | PRESIDENT | CHIEF EXECUTIVE OFFICER | 1124278 |
| WALSH, JAMES EDWARD | VICE PRESIDENT | ADVERTISING AND COMMUNICATIONS | 2275368 |
| WALSH, MARY THERESE | SR VICE PRESIDENT | CHIEF COMPLIANCE OFFICER | 2829444 |
Regulatory assets under management
| Total Number of Accounts | 14,898 |
| AUM (Assets Under Management) | $ 3,328,625,395 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 3 |
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
MONEY CONCEPTS CAPITAL CORP
CRD#: 12963Grand Rapids, MI 49546TRUST BUT VERIFY
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