Kirk
Huismann

Commonwealth Financial Network

CRD#7071141
Investment Advisor
in Lees Summit, MO

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About this Advisor

Kirk Huismann is a financial advisor based in Lees Summit, Missouri, working with Commonwealth Financial Network. Kirk has previously held positions at American Tax Advisors Of Kansas City, Inc Dba Friedline Financi, Independence Power & Light Co, Anchor Sales & Service, Mariner Wealth Advisors, Commonwealth Financial Network, Friedline Financial, Ibex Climbing Gym, and Wiseconnect. Kirk has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Kirk is part of Commonwealth Financial Network, which operates out of Lees Summit, Missouri. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

107 Sw Market Street Suite A
Lees Summit, MO 64063

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

MO Average: $16,012,751,954
Total Number of Employees

4,500

MO Average: 118
Total Number of Accounts

623,075

MO Average: 4,567
Average Account Size

$284,126

MO Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kirk Huismann Work History

2021 - Present (3 years)

Commonwealth Financial Network

2021 - Present (3 years)

Friedline Financial

2006 - Present (18 years)

Ibex Climbing Gym

2019 - 2021 (2 years)

American Tax Advisors Of Kansas City, Inc Dba Friedline Financi

2016 - 2019 (3 years)

Independence Power & Light Co

2015 - 2016 (1 year)

Wiseconnect

2014 - 2015 (1 year)

Anchor Sales & Service

2012 - 2014 (2 years)

Mariner Wealth Advisors

Disclosures

Please visit the SEC profile of Kirk Huismann 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 Commonwealth Financial Network

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Carter Mallett
West Des Moines, IA
Mark Law
Iowa City, IA
Joelle Spear
Framingham, MA
Dakota Day
Colorado Springs, CO
Jordan Cohen
New York, NY
Phillip Faubert
Costa Mesa, CA

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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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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