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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Tushaus is a registered investment advisor representative in Arizona, California, Colorado, Kansas, South Dakota and Texas. Kirk is currently with Tushaus Wealth Management. Kirk has 30 years of experience in the securities industry. Kirk has passed the Series 4, 5, 7, 24, 27, 31, 53, 63 and 65 exams. Kirk specializes in providing financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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AZ
04/19/2022 - Present
Tushaus Wealth Management (SCOTTSDALE AZ)
AZ
03/07/2014 - 09/12/2017
LASALLE ST SECURITIES, L.L.C. (SCOTTSDALE AZ)
AZ
09/28/1995 - 08/20/2014
ARMA FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
05/05/1995 - 09/06/1995
J. W. GARRETT AND COMPANY (PHOENIX AZ)
MN
07/06/1993 - 04/25/1995
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
MO
09/04/1990 - 07/09/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
12/08/1989 - 09/04/1990
BOETTCHER & COMPANY, INC.
NY
11/01/1988 - 12/19/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/10/1988 - 10/21/1988
ARMA FINANCIAL SERVICES, INC.
NA
01/03/1985 - 05/04/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
12/24/1981 - 12/31/1984
DEAN WITTER REYNOLDS INC.
IA
Issued 03/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/06/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 09/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 10/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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