Maggie KirchhoffCRD Number: 5277923
Current Firm: Western Wealth Management LLC
Maggie Kirchhoff (CRD# 5277923) is an Investment Advisor Representative working at Western Wealth Management LLC in Denver, CO and has over 9 years of experience in the finance industry. Maggie Kirchhoff 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Western Wealth Management, LLC||Denver, CO||Oct 2016 - Current||1|
|Lpl Financial, LLC||Denver, CO||Oct 2016 - Current||1|
|Wisdom Wealth Stratgies, LLC||Denver, CO||Jan 2010 - Oct 2016||6|
|Cadaret, Grant & Company, Inc.||Denver, CO||Jan 2010 - Dec 2015||5|
|Trilogy Financial Services, Inc.||Denver, CO||Feb 2007 - Jan 2010||2|
|National Planning Corporation||Denver, CO||Jan 2007 - Jan 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2010|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management1,008MILLIONS
Total Number of Accounts5,152ACCOUNTS
Average Account Value$195,697
- 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)
AZ, CA, CO, CT, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA
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