James KirkpatrickCRD Number: 1460378
Current Firm: Members Capital Advisors, Inc.
James Kirkpatrick (CRD# 1460378) is an Investment Advisor Representative working at Members Capital Advisors, Inc. in Madison, WI and has over 26 years of experience in the finance industry. James Kirkpatrick 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.
Mckinley Money, LLC
Baker Tilly Financial
Ameriprise Financial Services, LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Aug 2000 - Current||20|
|Cuna Mutual Group||Madison, WI||Aug 2000 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Jul 1994|
Total Assets Under Management23,931MILLIONS
Total Number of Accounts366ACCOUNTS
Average Account Value$65,386,068
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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