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Kurt Richard Schliemann

PAINTED PORCH ADVISORS LLC·SANTA BARBARA, California
Clean recordPAINTED 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kurt Richard Schliemann is a registered financial advisor based in SANTA BARBARA, California, affiliated with PAINTED PORCH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PAINTED PORCH ADVISORS LLC
PAINTED PORCH ADVISORS LLC
AUM
$372M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at PAINTED PORCH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4285545
Firm CRD# 304375
View on FINRA BrokerCheck →

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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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Other Advisors at PAINTED PORCH ADVISORS LLC

Brian Dennis Lloyd
SANTA BARBARA, CA
James John Castanino
SANTA BARBARA, CA

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Research
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