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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Betavisor, LLC 2 years, 5 months May 2017 - Present
Supernova Wealth Management, LLC 1 year, 9 months Aug 2015 - May 2017
BroadArch Capital, LLC 2 years Feb 2012 - Feb 2014
Betafrontier, LLC 14 years Oct 2005 - Present
Betafrontier, LLC 11 years, 8 months Oct 2005 - Jun 2017
Betafrontier 14 years, 2 months Aug 2005 - Present

Designations & Memberships

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Articles and Answers

Insights by Randy Kurtz

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Answers

Ask a financial questionAsk a question
Contact Information Change?
This is a very common occurance... leaving a job and also leaving your 401(k) behind. Over years and decades, people tend to lose track (and control!) of their assets. As mentioned earlier, there are two steps. First and foremost, contact the HR department of your old firm and ask them to update...  (more)
Answered Jul 2015
Do I need to have money invested in other countries to properly diversify my portfolio?
Most people suffer from “home bias” when constructing their portfolios (you can Google “home bias in investing” to learn more). Thus, it is likely that you have 80% of your assets in U.S. stocks and bonds. Note that while the U.S is 22% of global GDP, the European Union is 24%! The U.S stock mark...  (more)
Answered Jul 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 5, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jun 5, 2015
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Datadriven Advisor, LLC

    Last updated on Sept. 4, 2019
      • N/A
        Total Assets Under Management
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        Total Assets Under Advisement
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        Accounts
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        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements