Kirk Rascher (CRD# 3014433) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marquette, MI and has over 23 years of experience in the finance industry. Kirk Rascher 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# 1824754
Raymond James Financial Services Advisors, Inc.
CRD# 5537838
Edward Jones
CRD# 5563529
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2020 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2020 - Current | 4 |
| Uhlmann Price Securities, LLC | Chicago, IL | Jan 2018 - Jan 2020 | 2 |
| Uhlmann Investment Management, LLC | Chicago, IL | Jan 2018 - Jan 2020 | 2 |
| Rothschild Investment Corp. | Chicago, IL | Aug 2008 - Jan 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
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- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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