Kirk
Sempsrott

Spc

CRD#5455535
Investment Advisor
in East Lansing, MI

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About this Advisor

Kirk Sempsrott is a financial advisor who works in East Lansing, Michigan, with 7 years of industry experience. Sempsrott works at Spc. During their career, the advisor has held roles at Principal Life Ins Co, Princor Financial Services Corp, The Centennial Group, Washington Avenue Advisors, Sigma Financial Corporation and Spc. Sempsrott maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Maryland, Michigan, North Carolina, Pennsylvania, Rhode Island, South Dakota and Washington. Spc is a financial advisory firm that has its headquarters in Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 people on staff. It oversees $6 billion in assets under management across its 34,594 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 34,594 customer accounts, just 8% are held by high-net-worth investors who have greater than $1 million in investable assets. Spc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services usually depend on which service is offered. Fees charged by Spc may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3444 East Lake Lansing Rd
East Lansing, MI 48823

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

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
  • Educational seminars/workshops
  • Other

Kirk Sempsrott Work History

Kirk has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Sigma Financial Corporation

2016 - Present (8 years)

Spc

2016 - 2016 (< 1 year)

Washington Avenue Advisors

2013 - 2016 (3 years)

Principal Life Ins Co

2013 - 2016 (3 years)

Princor Financial Services Corp

2013 - 2016 (3 years)

The Centennial Group

*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 Kirk Sempsrott 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 Spc

Patrick Shope
Ann Arbor, MI
Robert Wojcik
Madison, MS
Chad Hyllested
Colorado Springs, CO
Kirk Sempsrott
East Lansing, MI
Jeremy Fortin
Englewood, CO
Mikel Rosenberry
Fort Lauderdale, FL
Richard Colleoni
Mansfield, TX
Kyle Aschliman
Fort Wayne, IN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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