Kirsten Spacek (CRD# 7165451) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in La Porte, TX and has over 3 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rw Baird | Milwaukee, WI | Jun 2020 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin, TX | Jun 2019 - May 2020 | < 1 |
| Bank Of America | Austin, TX | Jun 2019 - Aug 2019 | < 1 |
| Pappas Restaurants | Austin, TX | Feb 2019 - Jun 2019 | < 1 |
| Gringos Mexican Kitchen | La Porte, TX | Apr 2017 - Jun 2019 | 2 |
| Commercial Fence Incorporated | Pasadena, TX | May 2018 - Aug 2018 | < 1 |
| Ruffalo Noel Levitz | Austin, TX | Nov 2017 - Dec 2017 | < 1 |
| Unemployed | La Porte, TX | Mar 2010 - Apr 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- TX
- WI
-
Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
-
Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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