KT
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Kevin Tulk

22 Years of Experience
Denver, CO
Broker

Kevin Tulk is a registered investment advisor at Bear Creek Fund Advisors LLC, based in Denver, CO, with 22 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$195.0M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1200 17th Street, Suite 970, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is a Managing Director of Bear Creek Asset Management, LLC, spending nearly full-time on this investment-related activity. He also manages several other investment-related and non-investment related entities, and is an Investment Adviser Representative of Bear Creek Fund Advisors LLC, spending about a quarter of his time on this.

Employment History
Current Registrations
Bear Creek Fund Advisors LLC
April 2024 - Present · 2 yrs 1 mo
Bear Creek Securities LLCBroker
January 2007 - Present · 19 yrs 4 mos
Bear Creek Asset Management, LLC
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
Bigelow & CompanyBroker
July 2003 - March 2006 · 2 yrs 8 mos
Waddell & Reed, INC.
August 2002 - November 2002 · 3 mos
Waddell & Reed, INC.Broker
July 2002 - November 2002 · 4 mos
State Registrations2 states
CODE
AdvisorBrokerBoth

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.