KB
Kurt D. Brucker
BRUCKER WEALTH
SMYRNA, GA
Some features on this profile are disabled
CRD#: 6731420
KB
Professional summary
Kurt Daniel Brucker is a registered financial advisor currently at BRUCKER WEALTH located in Smyrna, Georgia.
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 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.
Business Name: Oxygen Financial Tax & Business Investment Related: No Address: 35 Old Canton St. Alpharetta GA 30009 Nature of Business: Other Other/None of the Above Offer online account agregation and online vault storage Position, Title or Relationship: Independent Contractor Start Date: 6/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sales and ongoing administration of financial dashboard servicesBusiness Name: oXYGen Financial Inc. Investment Related: Yes Address: 35 Old Canton St. Alpharetta GA 30009 Nature of Business: Registered Field Assistant; Insurance; Investment Advisory services through Kestra Advisory Services, LLC; Other Back Office Operations Position, Title or Relationship: Associate Private CFO Start Date: 6/1/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: DBA only used for marketing purposes - Associate Private CFOBusiness Name: Oxygen Financial Insurance Investment Related: No Address: 35 Old Canton St. Alpharetta GA 30009 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Agent Start Date: 1/29/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Presenting ideas to clients around rissk mitigation and protection for families and business owners by presenting solutions like life disability and long term care insurance.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Pkwy Building 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisory Representative Start Date: 1/29/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment Advisory ServicesBusiness Name: Circle 285 Investment Related: No Address: 35 Old Canton St. Alpharetta GA 30009 Nature of Business: Insurance Position, Title or Relationship: Referral Start Date: 11/25/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: sending potential clients to them for P&C insurance CIRCLE 285, LLC POSITION: referrer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/06/2022 ADDRESS: 35 Old Canton St, Alpharetta GA 30009, United States DESCRIPTION: send client to Allison Baines who can possibly benefit from the services offered OXYGEN FINANCIAL TAX AND BUSINESS POSITION: Private CFO NATURE: financial dashboard services INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 04/06/2022 ADDRESS: 35 Old Canton St, Alpharetta GA 30009, United States DESCRIPTION: Sales and ongoing administration of financial dashboard services;
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Daniel Brucker'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
May 22, 2025 - Present
BRUCKER WEALTH
RIA
CRD#: 335781
SMYRNA, GA
Past
December 7, 2017 - March 17, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Alpharetta, GA
Past
August 23, 2017 - March 17, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ALPHARETTA, GA
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
Georgia(5/22/2025)
IAR
Texas(8/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BRUCKER WEALTH
BRUCKER WEALTH | BRUCKER WEALTH LLC
CRD#: 335781 / SEC#:
Georgia
Registered Investment Advisory firm - (5/21/2025 Approved)Texas
Registered Investment Advisory firm - (7/21/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Atlanta, GA
Mailing Address
3000 Windy Hill Rd. Se #672062, Marietta, GA 30067
Phone number
(770) 597-5159
Established
Firm type
Fiscal year end
# of Employees
1
0
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.
