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Managing Member and Chief Compliance Officer · Factorpoint Planning, LLC

Kurt J. Krokenberger

CRD 6283190 · Named on Form ADV at one SEC-registered adviser

At a glance

Factorpoint Planning, LLC, an SEC-registered wealth manager based in Pittsford, NY with $288 million in regulatory assets, lists Kurt J. Krokenberger on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Factorpoint Planning, LLCManaging Member and Chief Compliance OfficerWealth manager · Pittsford, NY · $288M in regulatory assets

AtlasMembers

Kurt’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kurt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.