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Kurt Richard Schliemann

PAINTED PORCH ADVISORS LLC·SANTA BARBARA, California
SIE, Series 3, Series 4, Series 7, Series 24, Series 55, Series 63, Series 65Clean record4 years registeredPAINTED PORCH ADVISORS LLC
115 S LA CUMBRE LANE, SANTA BARBARA, CA 93105CRD# 4285545Firm CRD# 304375

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kurt Richard Schliemann · SANTA BARBARA, CA
Registration
CRD #4285545 · PAINTED PORCH ADVISORS LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

Aug 2021present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 24
Series 55
Series 63
Series 65
Registration record
First registered · August 30, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PAINTED PORCH ADVISORS LLC
CRD 304375 · SEC 801-122861
AUM
$372M
Regulatory assets under management
Employees
15
605 client accounts
Services offered by PAINTED PORCH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Kurt Richard Schliemann offer?
Kurt Richard Schliemann specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Kurt Richard Schliemann's credentials?
Kurt Richard Schliemann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Richard Schliemann located?
Kurt Richard Schliemann is based in SANTA BARBARA, California, working with PAINTED PORCH ADVISORS LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Kurt Richard Schliemann charge for services?
Kurt Richard Schliemann's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAINTED PORCH ADVISORS LLC?
PAINTED PORCH ADVISORS LLC has approximately 15 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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