Kortney Michele Bamrick

Employer firm

Decisionpoint Financial, LLC CRD 296988

$1.22B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 09/2017 → 04/2018
  State Farm
  Tempe, AZ
• 06/2016 → 09/2017
  Carvana
  Tempe, AZ
• 05/2018 → 06/2022
  Bank Of America, N.A.
  Chandler, AZ
• 07/2022 → 08/2023
  Charles Schwab & Co Inc
  Gilbert, AZ
• 08/2023 → Present
  Decisionpoint Financial, Llc
  Mesa, AZ

Previous Registrations

• 2022-08-29 → 2023-08-28
  Charles Schwab & Co., Inc.
  Gilbert, AZ
  Phoenix, AZ
• 2018-08-22 → 2022-07-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2018-08-21

Other Names

• Kortney Kudela
• Kortney M Kudela
• Kortney Ortiz
• Kortney Michele Kudela