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Kevin Takumi Kurimoto

K2 FINANCIAL INC.·GLENDORA, California
SIE, Series 6, Series 7, Series 63CFPCFAClean record20 years registeredK2 FINANCIAL INC.
233 SOUTH GLENDORA AVENUE, GLENDORA, CA 91741CRD# 4619583Firm CRD# 300913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Takumi Kurimoto · GLENDORA, CA
Registration
CRD #4619583 · K2 FINANCIAL INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

K2 FINANCIAL INC.
May 2019 – present
LINCOLN INVESTMENT
Sep 2017 – present
LEGEND ADVISORY, LLC
Mar 2006 – Oct 2019
SAN DIMAS, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · March 10, 2006
Years registered · 20
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
K2 FINANCIAL INC.
CRD 300913 · SEC 801-120939
AUM
$154M
Regulatory assets under management
Employees
9
1,083 client accounts
Services offered by K2 FINANCIAL INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at K2 FINANCIAL INC. →
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05

Frequently Asked Questions

What services does Kevin Takumi Kurimoto offer?
Kevin Takumi Kurimoto specializes in Financial Planning, Investment Management. Contact their office in GLENDORA, California for a consultation.
What are Kevin Takumi Kurimoto's credentials?
Kevin Takumi Kurimoto holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kevin Takumi Kurimoto located?
Kevin Takumi Kurimoto is based in GLENDORA, California, working with K2 FINANCIAL INC.. Their office serves clients in the GLENDORA metropolitan area and surrounding communities.
How does Kevin Takumi Kurimoto charge for services?
Kevin Takumi Kurimoto'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 K2 FINANCIAL INC.?
K2 FINANCIAL INC. has approximately 9 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at K2 FINANCIAL INC.

Allison Ranae Kapadia
GLENDORA, CA
Jonathan Kyle Krellwitz
GLENDORA, CA
CFP
Travis John Bettfreund
GLENDORA, CA

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