Unclaimed Profile

Kurt Randal Winrich

MARTIN CAPITAL PARTNERS, LLC·EUGENE, Oregon

Series 2, Series 65Clean record29 years registeredMARTIN CAPITAL PARTNERS, LLC

940 WILLAMETTE ST, SUITE 350, EUGENE, OR 97401CRD# 2128635Firm CRD# 153452

Profile Verification

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

Identity

Kurt Randal Winrich · EUGENE, OR

Registration

CRD #2128635 · MARTIN CAPITAL PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MARTIN CAPITAL PARTNERS, LLC

WCM INVESTMENT MANAGEMENT

Jul 1997 – Jan 2022

LAGUNA BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARTIN CAPITAL PARTNERS, LLC

CRD 153452 · SEC 801-71360

AUM

$333M

Regulatory assets under management

Employees

670 client accounts

Services offered by MARTIN CAPITAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MARTIN CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kurt Randal Winrich offer?

Kurt Randal Winrich specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Kurt Randal Winrich's credentials?

Kurt Randal Winrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt Randal Winrich located?

Kurt Randal Winrich is based in EUGENE, Oregon, last registered with MARTIN CAPITAL PARTNERS, LLC.

How does Kurt Randal Winrich charge for services?

Kurt Randal Winrich's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARTIN CAPITAL PARTNERS, LLC?

MARTIN CAPITAL PARTNERS, LLC has approximately 4 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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