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KZ
CFP
KZ
CFP

Kurt Zipp

Belpointe Asset Management LLC
19 Years of Experience
Oconomowoc, WI
2 Disclosures
View SEC Summary
View SEC Summary

Kurt Zipp is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in Oconomowoc, WI, with 19 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,604 clients with $7.6B in assets under management.

Belpointe Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
7,604 clients
Average Client Portfolio
$997K average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees are negotiable and can be structured as a flat fee, fixed rate percentage, linear fee percentage, or tiered fee percentage, up to a maximum annual rate of 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

820 Summit Ave, Unit A, Oconomowoc, WI, 53066

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History

Regulatory History (2)
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Employment Separation After Allegations
December 2014
Civil Bond
August 2012
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kurt is a trustee for the Village of Darien, a sports official and engineering consultant for Zipp Enterprises LLC, and on the Board of Education. He also serves as a secondary power of attorney for finance and medical decisions.

Employment History
Current Registrations
Belpointe Asset Management LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
D.H. Hill Securities, LllpBroker
June 2021 - December 2025 · 4 yrs 6 mos
Park Avenue Securities LLCBroker
May 2018 - June 2021 · 3 yrs 1 mo
Park Avenue Securities LLC
May 2018 - June 2021 · 3 yrs 1 mo
Waddell & Reed
February 2015 - June 2018 · 3 yrs 4 mos
Waddell & ReedBroker
February 2015 - June 2018 · 3 yrs 4 mos
PNC InvestmentsBroker
July 2014 - December 2014 · 5 mos
PNC Investments
July 2014 - December 2014 · 5 mos
Thrivent Investment Management INC.
June 2007 - July 2014 · 7 yrs 1 mo
Thrivent Investment Management INC.Broker
June 2007 - July 2014 · 7 yrs 1 mo
American Express Financial Advisors INC.Broker
October 2001 - December 2002 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
October 2001 - December 2002 · 1 yr 2 mos
State Registrations1 state
WI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Kurt Zipp - Financial Advisor | TrueAdvisor