Kortney
Kudela
Decisionpoint Financial, LLC
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About this Advisor
Kortney Kudela is a financial advisor based in Mesa, Arizona, working with Decisionpoint Financial, LLC. Kortney has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, State Farm, Carvana, Arizona State University, Banker Insulation, Orange Theory Fitness, Nutrishop, Bank Of America, N.A, Charles Schwab & Co Inc, and Decisionpoint Financial, LLC. Kortney has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Kortney is part of Decisionpoint Financial, LLC, which operates out of Mesa, Arizona. The firm has 1 office and 9 employees. The firm manages assets totaling $689.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Decisionpoint Financial, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Decisionpoint Financial, LLC Brokerage Details
$689,179,776
9
920
$749,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Kortney Kudela Work History
Decisionpoint Financial, LLC
Charles Schwab & Co Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
State Farm
Carvana
Arizona State University
Banker Insulation
Nutrishop
Orange Theory Fitness
Disclosures
Please visit the SEC profile of Kortney Kudela to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Decisionpoint Financial, LLC
Gig Harbor, WA
Mesa, AZ
Mesa, AZ
Mesa, AZ
Mesa, AZ
Mesa, AZ
Mesa, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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