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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Benefit Financial Services Group

location

Phoenix, AZ

0 Disclosures

ADVISOR BIO

Kirk Masci is an investment advisor representative with Benefit Financial Services Group. Kirk has been in the industry for over 4 years and has a Series 7, Series 66 and SIE. Kirk is currently registered in Arizona. Kirk has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, state or municipal government entities and family entities. Kirk offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Unclaimed

Verus Capital Partners, LLC

location

SCOTTSDALE, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kirk Parker is a registered investment advisor with Verus Capital Partners, LLC, a registered investment advisor firm located in Scottsdale, Arizona. Kirk has over 18 years of experience in the financial services industry. Kirk holds a Series 66 license and has passed the SIE and Series 7 exams. Kirk has a strong background in providing financial planning services and portfolio management for individuals and businesses. Previously, Kirk was associated with Securities America, Inc. and Next Financial Group, Inc. in Arizona, and AXA Advisors, LLC in New York. Kirk is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

Tempe, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kirsten Sahagun is a financial advisor registered with Morgan Stanley. Kirsten has been in the financial services industry since May 2014. She is licensed to provide investment advice in Arizona and Texas. Her prior registrations include Edward Jones and Equitrust Marketing Services, LLC. Kirsten has a wide range of experience and holds several licenses, including Series 6, 7, 9, 10, 24 and 66. Kirsten is also a licensed securities agent in multiple states. Her areas of specialization include asset allocation, financial planning, and portfolio management for individuals, businesses, and investment companies. Kirsten is dedicated to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kirsten Renata Bosch is a financial advisor at Osaic Wealth, Inc. and Osaic Services, Inc.. Kirsten has been working in the financial industry since 2006 and is a Series 7, Series 24, and Series 99TO licensed professional. Kirsten has experience in various financial areas including financial planning, pension consulting, educational seminars, and portfolio management. Kirsten also holds multiple specializations in the financial industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Kirtus Gregory Brutsman is a financial professional with over 20 years of experience in the industry. Kirtus holds the Series 66, Series 7 and SIE licenses, as well as the Certified Financial Planner designation. Kirtus is registered with Cetera Investment Advisers LLC, a firm that provides financial guidance and investment advice. Kirtus has previously worked with firms such as Charles Schwab & Co., Inc. and MetLife Securities Inc. Kirtus is currently registered with the state of Arizona and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kody Scott Cameron is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., registered with the state of Arizona. Kody has been in the financial services industry since April 2023 and specializes in providing financial advice to a variety of clients, including individuals, corporations, and pension plans. Kody is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, SIE, and Series 66 licenses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

DEW Wealth Management | CFP ® (Certifications)

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Kolton Quitno is a financial advisor with Dew Wealth Management. Kolton has over five years of experience in the financial services industry. Kolton is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Series 7, Series 63, and Series 66 licenses. Kolton specializes in providing financial planning, portfolio management, and retirement planning services to individuals and families. Kolton has a strong understanding of investment strategies and a commitment to helping clients reach their financial goals. Kolton is committed to providing personalized financial advice and building long-term relationships with clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

SCOTTSDALE, AZ

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kory Budinger is a financial advisor with LPL Financial LLC, a firm that has over $50 billion in assets under management and over 1.9 million client accounts. Kory is registered with FINRA and in 27 states, including Arizona, California, Colorado, and Texas. Kory's employment history includes roles with Sagepoint Financial and New England Securities. Kory has been a registered advisor since 1994. Kory's experience and expertise are likely to be helpful for clients seeking investment advice and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Kory Fuller is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kory has been in the financial services industry since November 1996. Kory is licensed in multiple states and has experience with several types of investments. Kory offers a wide range of investment services, including portfolio management for individuals and businesses, and pension consulting. Kory also provides educational seminars and research reports to clients. Kory's previous experience includes working at MORGAN STANLEY DW INC.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Brighton Jones LLC | CFP ® (Certifications)

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Kory Bryan Leadon is a financial advisor with Brighton Jones LLC. Kory is a Certified Financial Planner® professional with over 20 years of experience in the financial services industry. Kory's main focus is on providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Kory has been registered as an Investment Advisor Representative in Arizona since 2015. Prior to joining Brighton Jones, Kory was employed at Financial Network Investment Corporation in El Segundo, California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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