Pebble Valley Wealth Management

Pebble Valley Wealth Management (CRD# 145664) is a financial advisory firm headquartered in Western Springs, IL. They manage $100,583,181 in 410 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4365 Lawn Avenue, Suite 5, Western Springs, IL 60558
https://www.linkedin.com/in/kirkakreikemeier/
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $245,325
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, NE, TX

Financial Advisors at Pebble Valley Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Kirk Kreikemeier, financial advisor Western Springs IL
Kirk A. Kreikemeier
CRD#: 5461862
4365 Lawn Avenue, Suite 5, Western Springs, IL 60558

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.

2
Allison Meers, financial advisor Western Springs IL
Allison D. Meers
CRD#: 5888719
4365 Lawn Avenue, Suite 5, Western Springs, IL 60558

Allison Meers (CRD# 5888719) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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