Kurt Cretors
Investment adviser representative at Advisory Solutions Group
21 yearsExperience
2 statesRegistered in
$408.4MFirm assets
Under 1 yearFirm in business
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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
21 years in the industry.
- Advisory Solutions GroupJul 2026 to now
- Optimized Business TransitionsJun 2010 to now
- Avior Wealth Management, LLCMar 2023 to Jun 2026
- Sc Financial Services, Inc.May 2005 to Mar 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 1 yearIn 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
- 4943742
- Firm CRD
- 339919