Kortney Michele Bamrick
Investment adviser representative at Decisionpoint Financial, LLC
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
8 yearsFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Decisionpoint Financial, LLCAug 2023 to now
- Charles Schwab & Co IncJul 2022 to Aug 2023
- Bank of America, N.A.May 2018 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Jun 2022
- State FarmSep 2017 to Apr 2018
- CarvanaJun 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Decisionpoint Financial, LLC
$1.2BAssets managed
691Clients
13Advisers
8 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
- 6942356
- Firm CRD
- 296988