Pebble Valley Wealth Management
Pebble Valley Wealth Management (CRD# 145664) is a financial advisory firm headquartered in Western Springs, IL. They manage $39,245,157 in 193 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts193ACCOUNTS
Average Account Value$203,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kirk Kreikemeier (CRD# 5461862) is an Investment Advisor Representative working at Pebble Valley Wealth Management in Western Springs, IL and has 1 year of experience in the finance industry. Kirk Kreikemeier 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.