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Kirk S Wiberg

W & S Brokerage Services, Inc.

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About Kirk S Wiberg

Kirk Wiberg is a registered representative with W&S Brokerage Services, Inc. Kirk has been in the financial industry since 1997. Kirk has a Series 7 and Series 6TO license. Kirk also holds a Series 63 license. Kirk has worked for several firms in the financial industry, including Liberty Life Securities LLC and American Express Financial Advisors Inc. Kirk's experience and knowledge are valuable assets to clients.

Firm Information

Kirk Wiberg is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kirk Wiberg’s Registration & Firm History

IL

08/12/2024 - Present

W&S Brokerage Services, Inc. (ORLAND PARK IL)

NH

07/19/2002 - 04/22/2004

LIBERTY LIFE SECURITIES LLC (DOVER NH)

MN

10/24/1997 - 12/11/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/24/1997 - 12/11/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 09/05/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/27/2024

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kirk S Wiberg.
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