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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Northstar Investment Advisory LLC | CFP ® (Certifications)

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Kirk Len Porter is an Investment Advisor Representative at Northstar Investment Advisory LLC. Kirk has experience in the financial services industry since 2013. Kirk holds a Series 6, 7 and 63 license as well as the SIE and Series 65. Kirk is a CERTIFIED FINANCIAL PLANNER™ and holds several years of experience in various roles such as Financial Advisor, Retirement Planning Advisor and Wealth Manager. Kirk provides financial planning, investment management, and educational seminars to individual investors. Kirk works with clients in Arizona, New Hampshire, and Texas.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Unclaimed

Geneos Wealth Management, Inc.

location

TUCSON, AZ

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Kirk Wilson has been in the financial services industry since 2003. Kirk is currently registered with Geneos Wealth Management, Inc. and has been employed by the firm since 2007. Kirk is also registered with the state of Texas as an Investment Advisor Representative. Kirk is a Series 6, 7, 22, and 66 licensed professional. In addition, Kirk holds the SIE designation. Kirk specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Kirk is registered with the state of Arizona, California, Colorado, Florida, Kansas, Nevada, New Mexico, 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

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
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

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

29 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

LPL Financial LLC

location

SCOTTSDALE, AZ

experience

31 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

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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