Kirk Stovesand, financial advisor Goleta CA

Kirk Stovesand

CRD Number: 4249778
Current Firm: Walpole Financial Advisors, LLC

Kirk Stovesand (CRD# 4249778) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 20 years of experience in the finance industry. Kirk Stovesand 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
Walpole Financial Advisors, LLC Goleta, CA Jan 2014 - Current 7
Walpole & Company LLP Goleta, CA Sep 1985 - Current 35
Walpole Financial Advisors, LLC Goleta, CA Oct 2001 - Jan 2014 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Kirk B. Stovesand
Phone Number: 805-845-6587
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    154
    MILLIONS
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $350,201
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States

CA, NE

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