Jeffrey Kirk (CRD# 4452050) is an Investment Advisor Representative working at Principal Securities, Inc. in Galion, OH and has 1 year of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dostal & Kirk Inc. | Galion, OH | Mar 2017 - Current | 7 |
| Dostal & Kirk Inc, Insurance & Financial Services | Galion, OH | May 2010 - Current | 13 |
| Princor Financial Services | Galion, OH | Jul 2007 - Current | 16 |
| Principal Life Insurance | Galion, OH | Jul 2007 - Current | 16 |
- OH
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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