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).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $203,343
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
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.

IL, NE

Financial Advisors at Pebble Valley Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kirk A. Kreikemeier
CRD#: 5461862
4365 Lawn Avenue, Suite 5, Western Springs, IL 60558
90
Wealthminder
score

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.

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