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Advisors in Scottsdale, Arizona
3,616 Results
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

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kirk William Norley is an investment advisor representative with Vanguard Advisers, Inc. Kirk has been in the securities industry for over 14 years. He is currently registered with the state of Arizona. Kirk has passed several industry exams including the Series 7TO, Series 63, and Series 66. Kirk has prior experience at Vanguard Marketing Corporation. Kirk is specialized in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Tushaus Wealth Management

location

SCOTTSDALE, AZ

disclosure

1 Disclosures

ADVISOR BIO

Kirk Tushaus is a registered investment advisor representative in Arizona, California, Colorado, Kansas, South Dakota and Texas. Kirk is currently with Tushaus Wealth Management. Kirk has 30 years of experience in the securities industry. Kirk has passed the Series 4, 5, 7, 24, 27, 31, 53, 63 and 65 exams. Kirk specializes in providing financial planning, portfolio management for individuals, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Meeks Wealth Management, LLC | CFA ® (Certifications)

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Kirke Stanley Meeks is an investment advisor representative at Meeks Wealth Management, LLC based in Scottsdale, AZ. Kirke has been in the industry since 2001 and holds both a Series 63 and 65 license. Kirke has a specialization in portfolio management for both individuals and businesses. Kirke's firm currently manages over 65 million dollars in assets.

SPECIALIZATIONS

Financial Planning Services
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

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

J.p. Morgan Securities LLC

location

Scottsdale, AZ

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kit S. Dang is a financial advisor with J.p. Morgan Securities LLC. Kit has been in the industry since 2001. Kit has been registered with FINRA since 2000 and has passed Series 6, Series 7, Series 63, and Series 66 exams. Kit specializes in financial planning, pension consulting, and selection of other advisors. Kit also provides portfolio management for businesses and individuals. In addition to J.p. Morgan Securities LLC, Kit has previous experience with Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, CUNA BROKERAGE SERVICES, INC., H&R BLOCK FINANCIAL ADVISORS, INC. and Jab Fitness. Kit is registered in 42 states and has a total of 42 active registrations. Kit is a member of FINRA and is subject to their rules and regulations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ashton Thomas Private Wealth

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Kodi Thruston is an Investment Advisor Representative at Ashton Thomas Private Wealth in Scottsdale, Arizona. Kodi has been working in the financial services industry since 2017. Kodi holds a Series 65 license and is registered with the state of Arizona. Kodi specializes in portfolio management for individuals, pension consulting, financial planning and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE
Unclaimed

Wells Fargo Clearing Services, LLC

location

SCOTTSDALE, AZ

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kody Damron is an investment advisor representative with Wells Fargo Clearing Services, LLC, registered in Arizona and Texas. Kody has been in the financial services industry since 2004 and is committed to providing personalized financial advice to individuals, families, and businesses. Kody has a strong background in financial planning, portfolio management, and investment consulting. Previously, Kody was employed at Citigroup Global Markets Inc., in Tempe, Arizona.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
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

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