Bradley Kitt Curtis
Investment adviser representative at Albion Financial Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Albion Financial GroupMar 2023 to now
- Olympus Wealth Management, LLCMay 2020 to Feb 2023
- Hfg TrustMay 2019 to Aug 2019
- Hilton Sunrise LodgeDec 2016 to Aug 2018
- Utah Valley UniversityAug 2016 to May 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Albion Financial Group
Legal name: Albion Management Group
$2BAssets managed
737Clients
17Advisers
43 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
- 7517773
- Firm CRD
- 105957