Loren Kinczel (CRD# 2772548) is an Investment Advisor Representative working at Cultivate Financial Group LLC in Los Gatos, CA and has over 13 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cultivate Financial Group LLC | Los Gatos, CA | Jun 2017 - Current | 6 |
| Uc Santa Cruz Foundation | Santa Cruz, CA | Oct 2013 - Current | 10 |
| American Construction & Education Services, Inc. Dba Aces Builde | The Woodlands, TX | Apr 2022 - Jan 2023 | < 1 |
| Scharf Investments, LLC | Scotts Valley, CA | Oct 2017 - Mar 2019 | 1 |
| Scharf Investments, LLC | Scotts Valley, CA | Nov 2010 - Feb 2018 | 7 |
| Scharf Investments, LLC | Scotts Valley, CA | May 2009 - Sep 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- CA
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$850,803
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.