Richard
Kirk
Advisor Share Wealth Management
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About this Advisor
Richard Kirk is a financial advisor based out of Morton, Illinois. Kirk is an advisor for Advisor Share Wealth Management. During their career, the advisor has held roles at Lifeguard Retirement Planning, Horter Investment Management, Virtue Capital Management, LLC, Peace Of Mind Wealth Management and Gradient Advisors, LLC. Kirk maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Michigan. Advisor Share Wealth Management is a financial advisory firm that has its headquarters in Bellevue, WA. The company has offices in three locations and just two people on staff. It has $11 million in assets under management between its 25 client accounts, placing it among the smaller firms in the United States by assets under management. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees billed by Advisor Share Wealth Management most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisor Share Wealth Management Brokerage Details
$11,300,000
2
25
$452,000
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
Richard Kirk Work History
Richard has been registered as a financial advisor for 0 years.*
Peace Of Mind Wealth Management
Lifeguard Retirement Planning
Virtue Capital Management, LLC
Horter Investment Management
Gradient Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Grayslake, IL
Bellevue, WA
Port Angeles, WA
Las Vegas, NV
Westlake Village, CA
Grayslake, IL
Morton, IL
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