Unclaimed
Kirk Domke is an investment advisor representative who has been in the financial services industry since 1994. Kirk is currently registered with Calton & Associates, Inc. in Wisconsin and is also a registered investment advisor in Wisconsin. Kirk is also licensed in Georgia, Illinois, and Arizona. Prior to joining Calton & Associates, Inc., Kirk was with Capital Financial Services, Inc. from 2000 to 2019. Kirk has a variety of specializations, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WI
07/29/2019 - Present
Calton & Associates, Inc. (Brookfield WI)
WI
09/29/2000 - 07/26/2019
CAPITAL FINANCIAL SERVICES, INC. (Brookfield WI)
WI
09/02/1997 - 10/10/2000
SII INVESTMENTS, INC. (APPLETON WI)
MO
05/22/1996 - 09/12/1997
FFP SECURITIES, INC. (CHESTERFIELD MO)
NJ
10/22/1992 - 12/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kirk Domke is the right advisor for you? Invested Better is here to help.