Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Baeth is a financial advisor at LPL Financial LLC, a large financial services firm with over 1.9 million client accounts and over $463 billion in regulatory assets under management. Kirk has been a registered representative in the securities industry since 2000 and has experience working with clients in North Dakota and surrounding states. Kirk is licensed to sell securities in 23 states and holds the Series 7, Series 66, and SIE licenses. Kirk's expertise includes providing investment advice and financial planning services to a variety of clients, including individuals, families, businesses, and retirement plans. Kirk is also licensed to sell insurance products. Kirk is a dedicated and experienced financial advisor committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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ND
03/21/2024 - Present
LPL Financial LLC (HARVEY ND)
ND
09/20/2000 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (HARVEY ND)
BOTH
Issued 10/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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