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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Chester Kirk is an Investment Advisor Representative and a registered Investment Advisor. Michael is currently registered with Annex Wealth Management, LLC in Wisconsin. Michael is also licensed in Wisconsin. Michael has been in the financial services industry for over 20 years. Michael was previously registered with SII INVESTMENTS, INC., NEXT FINANCIAL GROUP, INC., PIPER JAFFRAY & CO., and WADDELL & REED, INC.
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.
Consultation for a fee
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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WI
03/18/2023 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
12/14/2009 - 03/09/2012
SII INVESTMENTS, INC. (WEST BEND WI)
WI
02/17/2006 - 12/15/2009
NEXT FINANCIAL GROUP, INC. (WEST BEND WI)
WI
01/21/2003 - 03/09/2006
PIPER JAFFRAY & CO. (MILWAUKEE WI)
KS
06/01/2001 - 01/31/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 02/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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