Alex Zepkowski
Investment adviser representative at Kinetic Investment Management, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$450.9MFirm 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
- Seminars and workshops
Experience
18 years in the industry.
- Kinetic Investment Management, Inc.Jun 2026 to now
- Ridgemont CapitalJun 2026 to now
- UnemployedJun 2025 to Jun 2026
- Shuster Advisory Group LLCJul 2024 to May 2025
- UberJul 2023 to Jun 2024
- Wealthtech Partners LLCJul 2021 to Jun 2023
- Lake Avenue FinancialJun 2020 to Jun 2023
- Integrated Wealth Concepts, LLCJun 2020 to Oct 2021
- Stonnington Group, LLCSep 2008 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kinetic Investment Management, Inc.
$450.9MAssets managed
1,460Clients
27Advisers
6 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
- 4628247
- Firm CRD
- 283034