Kyle Hurt, CFP®
Englewood, Colorado, 80112
Member Since 2011
Lifetime Capital Management is an investment firm that puts people before paper. Your investment portfolio is not just a bundle of numbers but the sum total of your financial past and present. It is the potential from which you can build your future and, managed wisely, can be the gateway to achieving financial independence. Whether you are looking to grow your nest egg, protect your savings or assure your legacy, our dedicated team of Certified Financial Planners® can help make those dreams a reality. As a fiduciary, our firm is 100% committed to putting your interests ahead of our own and you will have peace of mind knowing you have a trusted, ethical partner helping you navigate todays ever-changing world.
My Location
Background Information
Years of Financial Experience
- 11
Education
- North Dakota State University (Bachelors of Science)
- University of Colorado (Masters of Business Administration)
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Hourly fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 4263532
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Lifetime Capital Management, Inc.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, REITs, Limited Partnerships
Insurance Products
- None
Visit Website - http://www.lifetime-capital.com
