Kurt James Krokenberger
Investment adviser representative at Factorpoint Planning, LLC
12 yearsExperience
2 statesRegistered in
$287.9MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Factorpoint Planning, LLCApr 2026 to now
- Morgan Stanley Private Bank, N.A.Apr 2015 to Apr 2026
- Morgan Stanley Smith Barney LLCJan 2014 to Apr 2026
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Factorpoint Planning, LLC
$287.9MAssets managed
141Clients
2Advisers
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
- 6283190
- Firm CRD
- 341229