Kirk Cassidy (CRD# 5344038) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 15 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Yaske & Associates, Pllc | Union Lake, MI | Dec 2023 - Current | < 1 |
| Cassidy And Associates Inc. | Ann Arbor, MI | Nov 2021 - Current | 2 |
| Ts Limited | Livonia, MI | Dec 2015 - Current | 8 |
| Retirement Education Foundation | Livonia, MI | Jul 2015 - Current | 8 |
| Brc Holdings, LLC | Novi, MI | Feb 2013 - Current | 11 |
| Senior Planning Advisors - Ann Arbor, Inc. | Livonia, MI | Nov 2012 - Current | 11 |
| Strategic Investment Advisors, Inc. | Livonia, MI | Mar 2007 - Current | 17 |
| Senior Planning Advisors, Inc. | Livonia, MI | Mar 2005 - Current | 19 |
| Bntc Investments, LLC | Novi, MI | Mar 2003 - Current | 21 |
| Senior Planning Advisors-california, Inc. | Novi, MI | Mar 2007 - Feb 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
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Total Assets Under Management947MILLIONS
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Total Number of Accounts7,227ACCOUNTS
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Average Account Value$131,051
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, MI, MO, OH, TN, TX
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