Kurt August Lalomia
Investment adviser representative at Turning Point Financial
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$339.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Turning Point FinancialJul 2019 to now
- Cambridge Investment ResearchAug 2018 to Jul 2019
- Janney Montgomery ScottMay 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MD).
Turning Point Financial
Legal name: Turning Point Benefit Group, Inc.
$339.4MAssets managed
794Clients
14Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1926472
- Firm CRD
- 301282