Kevin Takumi Kurimoto
Investment adviser representative at K2 Financial Inc.
20 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$191.6MFirm assets
Are you Kevin Takumi Kurimoto? Claim your profile
Contact this firm
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
Experience
20 years in the industry.
- K2 Financial Inc.Apr 2019 to now
- Lincoln InvestmentJan 2017 to now
- Legend Equities CorporationMar 2006 to Jan 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
K2 Financial Inc.
$191.6MAssets managed
393Clients
8Advisers
5 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
- 4619583
- Firm CRD
- 300913