Zachary
Van Kirk
Wpwealth Llp
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About this Advisor
Zachary Van Kirk is a financial advisor based in Fort Worth, Texas, working with Wpwealth Llp. Zachary has previously held positions at Wpwealth Llp, Northwestern Mutual, Texas Tech University, Hayashi, 4Ore Golf, Sisd, North Rig Grill, Lecrone Law Firm, and Texas Roadhouse. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Zachary is part of Wpwealth Llp, which operates out of Fort Worth, Texas. The firm has 6 offices and 12 employees. The firm manages assets totaling $872.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Wpwealth Llp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Wpwealth Llp Brokerage Details
$872,673,363
12
2,307
$378,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Zachary Van Kirk Work History
Wpwealth Llp
Northwestern Mutual
Texas Tech University
Hayashi
4Ore Golf
Texas Tech University
Sisd
Texas Tech University
North Rig Grill
Lecrone Law Firm
Texas Roadhouse
Disclosures
Please visit the SEC profile of Zachary Van 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 Wpwealth Llp
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
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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