Kevin
Bidenkap

Tortuga Wealth Management

CRD#2492838
Investment Advisor
in Torrance, CA
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About this Advisor

Kevin Bidenkap is a certified financial planner whose office is in Torrance, California. Currently a registered investment advisor with Tortuga Wealth Management, Bidenkap has 13 years of experience in the financial advisory industry. Bidenkap maintains a Series 63 license, certifying them as a securities agent. Bidenkap is able to advise clients based out of California, Illinois and Texas. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Lpl Financial and Tortuga Wealth Management, Inc. Tortuga Wealth Management is headquartered in Torrance, California. None of the advisory firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1957 Carson Street Suite 100
Torrance, CA 90501

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Tortuga Wealth Management Brokerage Details

Total Assets Under Management

$39,500,000

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

205

CA Average: 3,727
Average Account Size

$192,683

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kevin Bidenkap Work History

Kevin has 13 years of experience.

2010 - Present (9 years)

Lpl Financial

2010 - Present (9 years)

Tortuga Wealth Management, Inc

2009 - 2010 (1 year)

Morgan Stanley Smith Barney

2005 - 2009 (4 years)

Citigroup Global Markets Inc

Disclosures

Kevin Bidenkap has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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