Kortney M. Bamrick

DECISIONPOINT FINANCIAL

MESA, AZ 85215

Some features on this profile are disabled

CRD#: 6942356

Professional summary

Kortney Michele Bamrick, who also goes by Kortney M Kudela, Kortney Michele Kudela, Kortney Kudela, Kortney Ortiz, is a registered financial advisor currently at DECISIONPOINT FINANCIAL, LLC located in Mesa, Arizona.

Kortney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kortney has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kortney M Kudela | Kortney Michele Kudela | Kortney Kudela | Kortney Ortiz

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 Kortney Michele Bamrick'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

November 3, 2023 - Present

DECISIONPOINT FINANCIAL, LLC

Office #1: 2812 North Norwalk Suite 116, Mesa, AZ 85215

RIA

CRD#: 296988

MESA, AZ

Past

August 29, 2022 - August 28, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Gilbert, AZ

Past

August 29, 2022 - August 28, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

August 22, 2018 - July 8, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHANDLER, AZ

Past

June 8, 2018 - July 8, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHANDLER, AZ

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".

DECISIONPOINT FINANCIAL, LLC

CRD#: 296988 / SEC#: 801-113384

RIA

Registered Investment Advisory firm - (6/1/2018 Approved)

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

Arizona
(11/3/2023)

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: 8/21/2018

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: 6/8/2018

General Securities Representative Examination

Current Firm

DECISIONPOINT FINANCIAL, LLC

CRD#: 296988 / SEC#: 801-113384

RIA

Registered Investment Advisory firm - (6/1/2018 Approved)

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

2812 North Norwalk Suite 116, Mesa, AZ 85215

Mailing Address

Phone number

(480) 553-6249

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,377
AUM (Assets Under Management)	$ 848,664,616

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.

Similar Advisors

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Brandon Krantz

OSAIC WEALTH, INC.

IAR

SCOTTSDALE, AZ

Teddy Nganga

VANGUARD MARKETING CORPORATION

Scottsdale, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kortney M. Bamrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kortney Michele Bamrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

DECISIONPOINT FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/8/2018

Current Firm

DECISIONPOINT FINANCIAL, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DECISIONPOINT FINANCIAL, LLC

TRUST BUT VERIFY

Similar Advisors