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Kirby Kleinsmith, financial advisor Bend OR

Kirby Kleinsmith

CRD Number: 4131458
Current Firm: Kleinsmith Resource Management, LLC
Compensation Model: Fee Only
Kirby Kleinsmith (CRD# 4131458) is an Investment Advisor Representative working at Kleinsmith Resource Management, LLC in Bend, OR and has over 17 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Kleinsmith Resource Management LLC Bend, OR Jun 2012 - Current 11
Irwin Investments, LLC Bend, OR Jan 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Kirby R. Kleinsmith
,
Phone Number: 541-480-8560
Firm Website: http://kleinsmithresource.com
Registered State(s):
  • OR
Current Firm Details
Kleinsmith Resource Management, LLC
Firm's CRD Number: 164545
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $167,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

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