Harold Kirschner, financial advisor Denver CO
96 score

Harold Kirschner

CRD Number: 4566673
Current Firm: Sharkey Howes & Javer Inc.

Harold Kirschner (CRD# 4566673) is an Investment Advisor Representative working at Sharkey Howes & Javer Inc. in Denver, CO and has over 16 years of experience in the finance industry. Harold Kirschner 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.

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Professional Designations
Company Name Location Dates Years
Sharkey, Howes & Javer, Inc. Denver, CO Dec 2003 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Harold W. Kirschner
Phone Number: 303-639-5100
Firm Website: http://www.shwj.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    2,935
    ACCOUNTS
  • Average Account Value
    $253,279
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
  • 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
Types of Clients
Registered States

AZ, CA, CO, FL, IL, LA, MA, NM, NY, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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