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Kurt Henry Dorr

WATER VALLEY INVESTMENT ADVISORS, INC.·LITTLE ELM, Texas
SIE, Series 7, Series 27, Series 63, Series 65Clean record28 years registeredWATER VALLEY INVESTMENT ADVISORS, INC.
313 OAK HOLLOW WAY, LITTLE ELM, TX 75068CRD# 2279895Firm CRD# 116936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kurt Henry Dorr · LITTLE ELM, TX
Registration
CRD #2279895 · WATER VALLEY INVESTMENT ADVISORS, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: WATER VALLEY INVESTMENT ADVISORS, INC.
WATER VALLEY INVESTMENT ADVISORS, INC.
May 1998 – Apr 2026
NAPERVILLE, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 63
Series 65
Registration record
First registered · May 18, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936 · SEC 801-121860
AUM
$125M
Regulatory assets under management
Employees
3
451 client accounts
Services offered by WATER VALLEY INVESTMENT ADVISORS, INC.
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 WATER VALLEY INVESTMENT ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Kurt Henry Dorr offer?
Kurt Henry Dorr specializes in Investment Management, Wealth Management, Fee-Only Advisory.
What are Kurt Henry Dorr's credentials?
Kurt Henry Dorr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Henry Dorr located?
Kurt Henry Dorr is based in LITTLE ELM, Texas, last registered with WATER VALLEY INVESTMENT ADVISORS, INC..
How does Kurt Henry Dorr charge for services?
Kurt Henry Dorr'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 WATER VALLEY INVESTMENT ADVISORS, INC.?
WATER VALLEY INVESTMENT ADVISORS, INC. has approximately 3 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WATER VALLEY INVESTMENT ADVISORS, INC.

Philip Melvin Dorr
LITTLE ELM, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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