Unclaimed Profile

Harold Kevin Birzer

TORTOISE CAPITAL ADVISORS, L.L.C.·OVERLAND PARK, Kansas

Series 7, Series 63Clean record29 years registeredTORTOISE CAPITAL ADVISORS, L.L.C.

6363 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211-1938CRD# 1410255Firm CRD# 123711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harold Kevin Birzer · OVERLAND PARK, KS

Registration

CRD #1410255 · TORTOISE CAPITAL ADVISORS, L.L.C. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TORTOISE CAPITAL ADVISORS, L.L.C.

TORTOISE CAPITAL ADVISORS, L.L.C.

Feb 2003 – May 2024

LEAWOOD, KS

FOUNTAIN CAPITAL MANAGEMENT LLC

May 1997 – Sep 2009

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 19, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TORTOISE CAPITAL ADVISORS, L.L.C.

CRD 123711 · SEC 801-61622

AUM

$6.9B

Regulatory assets under management

Employees

359 client accounts

Services offered by TORTOISE CAPITAL ADVISORS, L.L.C.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at TORTOISE CAPITAL ADVISORS, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Harold Kevin Birzer offer?

Harold Kevin Birzer specializes in Investment Management, Retirement Planning, Wealth Management.

What are Harold Kevin Birzer's credentials?

Harold Kevin Birzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harold Kevin Birzer located?

Harold Kevin Birzer is based in OVERLAND PARK, Kansas, last registered with TORTOISE CAPITAL ADVISORS, L.L.C..

How does Harold Kevin Birzer charge for services?

Harold Kevin Birzer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TORTOISE CAPITAL ADVISORS, L.L.C.?

TORTOISE CAPITAL ADVISORS, L.L.C. has approximately 54 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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