Kirkey & Company Financial Advisors, Inc.

Kirkey & Company Financial Advisors, Inc. (CRD# 121242) is a financial advisory firm headquartered in Hilliard, OH. They manage $19,250,363 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $447,683
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Kirkey & Company Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David R. Kirkey
CRD#: 4572759
5207 Norwich St, Hilliard, OH 43026
90
Wealthminder
score

David Kirkey (CRD# 4572759) is an Investment Advisor Representative working at Kirkey & Company Financial Advisors, Inc. in Hilliard, OH and has 1 year of experience in the finance industry. David Kirkey 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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