Kurt W Zipp
Investment adviser representative at Belpointe Asset Management LLC
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.6BFirm 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
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Belpointe Asset Management, LLCJun 2021 to now
- D.H. Hill Securities, LllpJun 2021 to now
- Guardian Life Insurance CompanyMay 2018 to Jun 2021
- Park Avenue SecuritiesMay 2018 to Jun 2021
- Various Insurance Carriers for W & R Insurance AgenciesFeb 2015 to May 2018
- Waddell & Reed IncFeb 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (WI).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
18 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
- 4442616
- Firm CRD
- 143440