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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-21 |
| GA | RA | APPROVED | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kennesaw State University | Kennesaw | GA | 08/2013 | 05/2017 |
| Kestra Investment Services, Llc. | Alpharetta | GA | 05/2016 | 03/2025 |
| Kestra Advisory Services, Llc. | Alpharetta | GA | 11/2016 | 03/2025 |
| Brucker Wealth Llc | Smyrna | GA | 02/2025 | Present |
Kurt Brucker is currently a licensed insurance agent, however, as a fee-only financial planner he no longer sells commissionable insurance products. Aside from holding an insurance license, Kurt Brucker is not involved in any other business activities. Kurt Brucker serves on the Board of Purpose on Tap, a non-profit organization dedicated to helping young men discover their purpose through faith. This activity takes up approximately 2 hours per month and Kurt Brucker is not compensated for his role. Kurt Brucker provides high-level organizational oversight and does not provide investment advice or manage assets for the organization. While clients of BW may participate in Purpose on Tap events, Kurt Brucker does not solicit clients to provide financial support to the organization, and no referral fees or commissions are exchanged between the entities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-01 |
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