Nina Kirk, financial advisor Mequon WI

Nina Kirk

CRD Number: 6343508
Current Firm: Charles Schwab & Company, Inc.

Nina Kirk (CRD# 6343508) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mequon, WI and has over 4 years of experience in the finance industry.

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Annex Wealth Management, LLC
Company Name Location Dates Years
Charles Schwab & Company, Inc. Mequon, WI May 2021 - Current 2
Charles Schwab Bank, Ssb Northbrook, IL Feb 2021 - May 2021 < 1
Charles Schwab & Company, Inc. Northbrook, IL Jun 2019 - May 2021 1
University Of Wisconsin Madison, WI Aug 2015 - Jun 2019 3
Charles Schwab & Company, Inc. Mequon, WI May 2014 - Apr 2018 3
Hub Madison Madison, WI May 2017 - Jul 2017 < 1
Nicolet High School Glendale, WI Sep 2011 - Jun 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Nina E. Kirk
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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