Kurt D. Schrader
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | Managing Partner
Davis, CA 95616
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CRD#: 6868604
Professional summary
Kurt Douglas Schrader, CFP®, who also goes by Kurt Schrader, is a registered financial advisor currently at CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC located in Davis, California.
Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kurt has worked at 1 firm and has passed the Series 65 exam.
Biography
Born and raised in Davis, Kurt attended Davis High School before earning his bachelor degree in business at Sacramento State University. Previously, Kurt was sales manager of the personal lines department at a local insurance agency. Since joining Carbahal Olsen in 2017 he has earned his Series 65 license, completed the personal financial planning program at UCLA Extension and passed the CERTIFIED FINANCIAL PLANNER™ exam. As of 2021 he became the Managing Partner of the firm.
Kurt’s interest in investing began at a very young age when he and a middle school classmate teamed up to win their school’s “stock challenge”. While this was almost certainly due in part to good luck it planted the seed for his career in the field of finance. Over the years Kurt has developed a firm belief in the importance of low-cost and tax-efficient portfolio management. This along with his past experience and passion for helping others reach their goals made financial planning a perfect fit.
When he’s not in the office Kurt enjoys golfing, cycling, craft beer and BBQing with his friends and family. He has also recently discovered the wonders of international travel and is looking for suggestions for his next trip.
Question & Answer
What are your service offerings?
Estate Planning
Socially Responsible Investing
Long-term Care
Retirement Income Management
Elder Care
Investment Planning
Retirement Planning
Inheritance
Divorce Planning
Comprehensive Financial Planni...
Tax Planning
Social Security Planning
Insurance Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Buying a Home
Asset Allocation
Estate Planning
Investment Management
Getting Divorced
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Long-term Care
Sudden Wealth
Are you a "fiduciary"?
Yes
Aliases
Kurt Schrader
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Douglas Schrader'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®
CFP®
Start date: 2018
Experience
Current
October 16, 2017 - Present
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
Office #1: 1107 Kennedy Pl, Ste 3, Davis, CA 95616RIA
CRD#: 151765
Davis, CA
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".
CO
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CRD#: 151765 / SEC#: 801-118793
RIA
Registered Investment Advisory firm - (5/26/2020 Approved)California
Registered Investment Advisory firm - (7/15/2020 Terminated)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
California(10/16/2017)
Current Firm
CO
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CRD#: 151765 / SEC#: 801-118793
RIA
Registered Investment Advisory firm - (5/26/2020 Approved)California
Registered Investment Advisory firm - (7/15/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1107 Kennedy Place Suite 3, Davis, CA 95616-1273
Mailing Address
Phone number
(530) 758-4921
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 547 |
| AUM (Assets Under Management) | $ 212,823,161 |
Red Flags
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Company Information
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
Managing PartnerCRD#: 151765Davis, CA 95616TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
