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Kirstie Bridget Sturman

West Financial Services, Inc.

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About Kirstie Bridget Sturman

Kirstie Bridget Sturman is an investment advisor representative at West Financial Services, Inc. in McLean, Virginia. Kirstie has been with West Financial Services, Inc. since March 2010. Kirstie has a Series 65 license. Kirstie has been registered with the state of Virginia since November 9, 2005. Kirstie specializes in providing financial planning services to individuals and families.

Firm Information

Kirstie Sturman is currently registered with West Financial Services, Inc.. West Financial Services, Inc. is an investment advisor registered with the SEC. It is headquartered in McLean, VA and manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and pension consulting services.
West Financial Services, Inc.

2010 CORPORATE RIDGE ROAD

MCLEAN, VA 22102

$2.57B

Assets Under Management

43

Total Clients

20

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kirstie Sturman’s Registration & Firm History

VA

11/09/2005 - Present

West Financial Services, Inc. (MCLEAN VA)

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Licenses & Designations

IA

Issued 05/06/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirstie Bridget Sturman.
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