Kevin Kurimoto has been Vice President of K2 Financial since September 2023, is a control person of the firm and directly owns between 50% and 75% of it. Kevin Kurimoto holds a Master's Science in Securities Analysis of Portfolio Management from Creighton University, a Certificate in Personal Financial Planning from UCLA Extension and a BA in Business Administration from Azusa Pacific University.
K2 Financial Inc. is a Glendora, CA firm with $192M under management, 393 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Kevin Kurimoto is CIO, Partner, and Financial Advisor of K2 Financial Partners. Kurimoto has a dual role. As Lead Advisor, Kurimoto is responsible for helping clients with their financial planning, and as Chief Investment Officer, Kurimoto ensures that the firm constructs and oversees investment portfolios designed to help clients achieve their financial goals.
Kevin Kurimoto’s longest registration was 13 years at Legend Advisory, LLC (2006–2019). Before joining K2 Financial in 2019, Kevin Kurimoto was registered through Legend Advisory, LLC.
- Lincoln InvestmentAlso current– present · 9 yearsGlendora, CA · Adviser representative · Firm CRD 519
- Legend Advisory, LLC– · 13 yearsSan Dimas, CA · Adviser representative · Firm CRD 104761
Professional designations
Listed by K2 Financial
- Chartered Financial Analyst (CFA) Charterholder
- CERTIFIED FINANCIAL PLANNER™ professional
Investment adviser representative registrations
Kevin Kurimoto is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2017; the most recent is Texas, in December 2019.
- CaliforniaSince 18 September 2017
- TexasSince 18 September 2017
- TexasResidentSince 6 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 4 April 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 February 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 January 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kevin Takumi Kurimoto
- CRD
- 4619583
- Firm
- K2 Financial · CRD 300913
- Role
- Vice President
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- k2financialpartners.com
Where does Kevin Kurimoto work?
Kevin Kurimoto has been Vice President of K2 Financial Inc. since September 2023, and is a control person of the firm.
Is Kevin Kurimoto a financial advisor?
Yes. Kevin Kurimoto has a current investment-adviser registration in California, Texas and Texas, through K2 Financial since May 2019.
How many years of experience does Kevin Kurimoto have?
Kevin Kurimoto has 23 years in the financial industry, since January 2003, across 3 adviser firms.
What exams has Kevin Kurimoto passed?
Kevin Kurimoto has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in January 2003. FINRA credited Kevin Kurimoto with the SIE, which began in October 2018.
Is Kevin Kurimoto registered with FINRA?
Yes. Kevin Kurimoto has a current broker registration, under CRD 4619583.
Source: FINRA BrokerCheck
Is Kevin Kurimoto a CFP?
K2 Financial lists Kevin Kurimoto with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ professional”) on its website. CFP Board confirms certification status.
Is Kevin Kurimoto a CFA charterholder?
K2 Financial lists Kevin Kurimoto with the CFA credential (“Chartered Financial Analyst (CFA) Charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Kevin Kurimoto’s record?
Search CRD 4619583 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kevin Kurimoto’s full registration record.
