Kevin Kurimoto
Kevin Kurimoto is a CFA, CFP-designated registered investment advisor at K2 Financial INC., based in Glendora, CA, with 23 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 393 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Investment advisory fees typically range from 0.50% to 1.35% annually, and are negotiable at the sole discretion of the advisor.
Fee Estimator
Location
233 S. Glendora Ave., Glendora, CA, 91741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is a minority owner in multiple real estate LLCs, a board member for the Glendora Public Library Friends Foundation, and the IAR Chief Investment Officer and co-owner of K2 Financial. He also works as an insurance agent and co-owner for K2 Benefits Group, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
K2 Financial INC.
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations12 states
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
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