PALADIN RESEARCH REPORT FOR:

Kyle Hurt
CFP®

Firm: Lifetime Capital Management, Inc.

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Business Philosophy
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.
Tips
Click on (?) to read Tips that describe financial advisor credentials, ethics, business practices, and services.
PALADIN QUALITY RATING
14
YEARS OF EXPERIENCE
2011
ADMITTED TO REGISTRY
$250,000
MINIMUM ASSET REQUIREMENT

I. Snapshot

A. Key Contact Name
  • Kyle Hurt
B. Paladin Registry Certified
  • View Findings Report
C. Credentials
  • Years of Experience: 14
  • Degrees or Years of College: North Dakota State University Bachelors of Science, University of Colorado Masters of Business Administration
  • Certifications: CFP®
D. Compliance Record
  • No Disclosures
E. Minimum Asset Requirement
  • $250,000
F. Types of Client Relationships
    Did not answer

II. Contact Information

A. Key Contact
B. Main Location
  • 6312 S. Fiddlers Green Cir
    Suite 300E
    Greenwood Village, Colorado, 80111
C. Telephone
  • 877.233.0586

III. Internet

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Name of RIA
  • Lifetime Capital Management, Inc.
C. Name of Broker/Dealer
  • Did Not Answer
D. Relationship to Firm
  • Partner

V. Credentials

A. Paladin Quality Rating
  • 5 Stars
  • View Paladin Quality Ratings
B. Years of Financial Experience
  • 14 Years
C. Education, Degrees, Years
  • North Dakota State University - Bachelors of Science
  • University of Colorado - Masters of Business Administration
D. Current Certifications
E. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
F. Firm Credentials
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • None
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: 4263532
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: Colorado
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    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.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • Available Upon Request
D. Assets Under Management or Advisement
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Asset-Based Fee
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals
  • Retirees
  • Other
  • Businesses
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
    None
E. Custodian(s)
  • TD Ameritrade

IX. Certification

Advisor Name
  • Kyle Hurt
Most Recent Update:
  • Jul 15, 2015

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