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Kurt Douglas Schrader

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC·DAVIS, California
Clean recordCARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
1107 KENNEDY PLACE, DAVIS, CA 95616-1273CRD# 6868604Firm CRD# 151765

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kurt Douglas Schrader · DAVIS, CA
Registration
CRD #6868604 · CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kurt Douglas Schrader is a registered financial advisor based in DAVIS, California, affiliated with CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6868604
Firm CRD# 151765
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kurt Douglas Schrader offer?
Kurt Douglas Schrader specializes in Financial Planning, Investment Management. Contact their office in DAVIS, California for a consultation.
What are Kurt Douglas Schrader's credentials?
Kurt Douglas Schrader is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Douglas Schrader located?
Kurt Douglas Schrader is based in DAVIS, California, working with CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC. Their office serves clients in the DAVIS metropolitan area and surrounding communities.
How does Kurt Douglas Schrader charge for services?
Kurt Douglas Schrader's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC?
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

John Mike Carbahal
DAVIS, CA
Larry Gene Olsen
DAVIS, CA
Manuel Alan Carbahal
DAVIS, CA

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Research
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