Kirk Baser (CRD# 6260137) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Altoona, PA and has over 9 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Altoona, PA | Oct 2015 - Current | 8 |
| Platinum Wealth Strategies | Altoona, PA | Oct 2012 - Current | 11 |
| Dead Solid Golf Marketing | Altoona, PA | Jan 1998 - Current | 26 |
| Summit Financial Group Inc. | Altoona, PA | May 2016 - May 2021 | 5 |
| Summit Brokerage Services | Altoona, PA | Sep 2015 - Sep 2019 | 4 |
| J P Turner & Company LLC | Altoona, PA | Oct 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- PA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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