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Curt Robert Fritsch

Crf Financial Group

Indianapolis, IN

CRD 1302771

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Employer firm

Crf Financial Group CRD 127388

$279M regulatory AUM 37 advisory clients

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Crf Financial Group

9247 N. Meridian St. Suite 125, Indianapolis, IN 46260 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2009-08-11
  • IN RA
    APPROVED
    Since 2009-08-11

Branch Locations

9247 N. Meridian St. Suite 125, Indianapolis, IN 46260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crf Financial Group, Inc. Indianapolis IN 01/2003 Present
  • 01/2003 → Present
    Crf Financial Group, Inc.
    Indianapolis, IN
Previous Registrations
  • 2017-09-29 → 2018-06-25
    Crf Advisors
    Indianapolis, IN
  • 2003-12-05 → 2008-12-31
    Indianapolis, IN
Other Businesses

MBS GROUP, INC. 2771 OLD HIGGINS RD, ELK GROVE VILLAGE, IL 60003 IMPORT/EXPORT BUSINESS FOR THE BILLIARD INDUSTRY. STARTED 7/2000. I AM A SILENT PARTNER. I ONLY INVESTED MONEY AND I HAVE NO DAY TO DAY RESPONSIBLITIES. I SPEND 1 HOUR A WEEK DISCUSSING THE PREVIOUS WEEKS SALES AND FINANCIAL CONDITION OF THE COMPANY. I AM THE SECRETARY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-10-21
S63 Uniform Securities Agent State Law Examination 1984-11-12
  • S65 Uniform Investment Adviser Law Examination
    2003-10-21
  • S63 Uniform Securities Agent State Law Examination
    1984-11-12
Other Names
  • Curt R Fritsch
  • Curt Robert Fritsch

View on SEC IAPD

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