Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Bremer is a financial advisor who has been working in the financial services industry since 2000. Kirk is registered with Sigma Planning Corporation (SPC) and previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, GENEOS WEALTH MANAGEMENT, INC., and PARSONEX SECURITIES, INC. Kirk has a broad range of experience in financial planning, portfolio management, and investment advisory services. Kirk Bremer offers financial services to individuals, businesses, and charitable organizations. Kirk has expertise in financial planning, portfolio management, and investment advisory services. Kirk Bremer is dedicated to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
01/03/2023 - Present
SPC (ANN ARBOR MI)
CO
08/12/2020 - 01/10/2023
PARSONEX SECURITIES, INC. (ENGLEWOOD CO)
CO
01/14/2020 - 04/28/2020
GENEOS WEALTH MANAGEMENT, INC. (DENVER CO)
CO
06/19/2000 - 10/23/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BOTH
Issued 04/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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