Kirk Collins, financial advisor Hicksville OH
71 score

Kirk Collins

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Kirk G. Collins
Phone Number: 248-498-4825
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $151,742
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, IN, LA, MI, OH, TX

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BADGES
71

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