Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Tokheim is a financial advisor with AE Wealth Management, LLC and has over 20 years of experience in the industry. Kirk has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Kirk is dedicated to helping clients reach 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.
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.
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2
IA
05/14/2021 - Present
AE Wealth Management, LLC (Boone IA)
KS
08/07/2014 - 05/10/2021
WADDELL & REED (OVERLAND PARK KS)
IA
01/04/2012 - 07/11/2014
METLIFE SECURITIES INC. (WEST DES MOINES IA)
IA
01/04/2012 - 07/11/2014
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
IA
02/23/2011 - 09/21/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
IA
07/18/2005 - 11/01/2010
FIRST HEARTLAND CAPITAL, INC. (STUART IA)
MN
07/01/2002 - 07/14/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
10/15/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 12/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2013
Series 24 - General Securities Principal Examination
BC
Issued 09/22/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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