Kirk CollinsCRD Number: 5528825
Current Firm: Center For Wealth Planning Advisors, Inc.
Kirk Collins (CRD# 5528825) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Hicksville, OH and has over 8 years of experience in the finance industry. Kirk Collins 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.
Creative Financial Designs, Inc.
Monarch Capital Management Inc.
Compass Financial Advisors LLC
|Lpl Financial||Hicksville, OH||Nov 2015 - Current||1|
|Pruco Secuities LLC||Fort Wayne, IN||Sep 2008 - Nov 2015||7|
|The Prudential Insurance Company Of America||Fort Wayne, IN||Sep 2008 - Nov 2015||7|
|Bruce Guilford Real Estate||Hicksville, OH||Jul 2008 - Aug 2009||1|
|Unemployed||Hicksville, OH||Jul 2008 - Aug 2008||< 1|
|Bowling Green State University||Bowling Green, OH||Aug 2004 - Aug 2008||4|
|Newlove Realty||Bowling Green, OH||Apr 2007 - Jun 2008||1|
|Junction Bar & Grill||Bowling Green, OH||Aug 2005 - May 2008||2|
|Spec-temp Automotive||Antwerp, OH||May 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management109MILLIONS
Total Number of Accounts716ACCOUNTS
Average Account Value$151,742
- 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
- Pension consulting services
FL, IN, LA, MI, OH, TX