Richard
Kirk

Advisor Share Wealth Management

CRD#5896320
Investment Advisor
in Morton, IL

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About this Advisor

Richard Kirk is a financial advisor based in Morton, Illinois, working with Advisor Share Wealth Management. Richard has previously held positions at Lifeguard Retirement Planning, Horter Investment Management, Virtue Capital Management, LLC, and Peace Of Mind Wealth Management. Richard has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Richard is part of Advisor Share Wealth Management, which operates out of Morton, Illinois. The firm has 21 offices and 24 employees. The firm manages assets totaling $48.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Advisor Share Wealth Management includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Morton, IL

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Advisor Share Wealth Management Brokerage Details

Total Assets Under Management

$48,003,023

IL Average: $3,566,627,242
Total Number of Employees

24

IL Average: 46
Total Number of Accounts

207

IL Average: 1,499
Average Account Size

$231,899

IL Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Richard Kirk Work History

2022 - Present (2 years)

Peace Of Mind Wealth Management

2007 - Present (17 years)

Lifeguard Retirement Planning

2019 - 2022 (3 years)

Virtue Capital Management, LLC

2018 - 2019 (1 year)

Horter Investment Management

Disclosures

Please visit the SEC profile of Richard Kirk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisor Share Wealth Management

Courtney Ingram
Conyers, GA
Zachary Cashmore
Graryslake, IL
Blair Schadler
Bellevue, WA
John Lowry
Bellevue, WA
Matthew Brady
Fort Wayne, IN
Kara Mitchell
Port Angeles, WA
Jeffery Bettermann
Las Vegas, NV
Randall Cashmore
Grayslake, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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