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RIA / WealthAdvisor26 years in industry

Kim Sue Huppertz

Advisor at CAPTRUST

Clarkston, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 21, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 23, 2000
First registration: May 21, 2010
Dual registered: no
Other names: KIMBERLY SUE BRADLEY|Kimberly Sue Bradley-Huppertz
IAPD individual key: 4205740

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Apr 9, 2015	n/a	yes	Clarkston, MI	Current employment
CAPTRUST FINANCIAL ADVISORS	Former SEC adviser	Aug 6, 2014	Apr 9, 2015	no	CLARKSTON, MI	Previous registration
ABG PORTFOLIO STRATEGIES, INC.	Former SEC adviser	Feb 24, 2012	Apr 3, 2013	no	BINGHAM FARMS, MI	Previous registration
FREEDOM ONE INVESTMENT ADVISORS, INC.	Former SEC adviser	May 21, 2010	Oct 6, 2010	no	CLARKSTON, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPTRUST FINANCIAL ADVISORS	Captrust	Apr 9, 2015	Apr 9, 2015	0	Bulk transfer	Other
ABG PORTFOLIO STRATEGIES, INC.	CAPTRUST FINANCIAL ADVISORS	Apr 3, 2013	Aug 6, 2014	490	Firm change after gap	Other
FREEDOM ONE INVESTMENT ADVISORS, INC.	ABG PORTFOLIO STRATEGIES, INC.	Oct 6, 2010	Feb 24, 2012	506	Firm change after gap	Other

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Apr 9, 2015 to presentfactForm ADV
→ CAPTRUST FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Aug 6, 2014 to Apr 9, 2015factForm ADV
→ ABG PORTFOLIO STRATEGIES, INC.Registered adviserregistration: previous registration
Feb 24, 2012 to Apr 3, 2013factForm ADV
→ FREEDOM ONE INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
May 21, 2010 to Oct 6, 2010factForm ADV

Dated events

No dated event names this entity yet.