Cody Kirk (CRD# 6443766) is an Investment Advisor Representative working at Wildrye Financial in Bigfork, MT and has over 9 years of experience in the finance industry. Cody Kirk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4005957
Ip Financial Advisory Services LLC
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthnest Financial LLC | Big Fork, MT | Nov 2021 - Current | 2 |
| Southport Capital | Chattanooga, TN | Jul 2019 - Nov 2021 | 2 |
| D.a. Davidson & Company | Helena, MT | Apr 2015 - Jul 2019 | 4 |
| D.a. Davidson & Company | Helena, MT | Feb 2015 - Apr 2015 | < 1 |
| Unemployed | Bozeman, MT | Jan 2015 - Jan 2015 | < 1 |
| Terrells Office Machines | Bozeman, MT | Oct 2014 - Dec 2014 | < 1 |
| Paynewest Insurance | Bozeman, MT | Jun 2014 - Sep 2014 | < 1 |
| Belgrade School District | Belgrade, MT | Mar 2014 - May 2014 | < 1 |
| Montana State University | Bozeman, MT | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- MT
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Total Assets Under Management70MILLIONS
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Total Number of Accounts306ACCOUNTS
-
Average Account Value$227,814
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MT
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