Thomas Kirk, financial advisor Satellite Beach FL

Thomas Kirk

CRD Number: 1881285
Current Firm: Savant Wealth Management

Thomas Kirk (CRD# 1881285) is an Investment Advisor Representative working at Savant Wealth Management in Satellite Beach, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Savant Wealth Management Rockford, IL Jan 2024 - Current < 1
Firstwave Financial Inc(formerly Cpa Wealth Management Services) Satellite Beach, FL Jan 2016 - Dec 2023 7
Firstwave Financial Inc(formerly Cpa Wealth Management Services) Satellite Beach, FL Nov 1995 - Dec 2023 28
Cpa Wealth Management Services Satellite Beach, FL Jun 2012 - Dec 2015 3

Thomas Kirk has no recent exams reported.
Contact Info for Thomas L. Kirk
Phone Number: 815-227-0300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    24,398
    MILLIONS
  • Total Number of Accounts
    16,294
    ACCOUNTS
  • Average Account Value
    $1,497,331
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
  • 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
Types of Clients
Registered States

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, WY

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