Kurt D. Brucker

BRUCKER WEALTH

SMYRNA, GA

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CRD#: 6731420

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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/1/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2017

General Securities Representative Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kurt D. Brucker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Daniel Brucker's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRUCKER WEALTH

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2017

Current Firm

BRUCKER WEALTH

Contact information

Documents

Red Flags

Company Information

BRUCKER WEALTH

TRUST BUT VERIFY

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