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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kipp Walberg is a financial advisor registered with RBC Capital Markets, LLC. Kipp has been in the industry since 2000 and has a broad range of experience in financial planning and investment management. Kipp holds a number of industry licenses and has completed numerous exams, including the Series 65, Series 63, Series 53, Series 4, Series 10, Series 9, Series 24, Series 99TO, Series 52TO, SIE, Series 3, Series 7, and Series 6. Kipp is also registered as an Investment Advisor Representative in Minnesota. Kipp has worked with a variety of clients, including individuals, families, corporations, businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Towers Watson Investment Services, Inc.

location

Atlanta, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kipp Anthony Reck is a financial advisor with over 20 years of experience in the industry. Kipp has been registered with Towers Watson Investment Services, Inc. since 2018 and has been providing financial services to individuals and institutions for over 20 years. Kipp specializes in providing investment advisory services, including portfolio management, financial planning, and pension consulting. Kipp is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
SEE SCHEDULE D, MISCELLANEOUS, FOR A DESCRIPTION OF OTHER ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Market Timing Services
Publication of Financial Periodicals
Unclaimed

T. Rowe Price Associates, Inc.

location

Owings Mills, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kira Bree Pancotti is a registered representative with T. Rowe Price Associates, Inc. based in Owings Mills, Maryland. Kira has over 10 years of experience in the financial services industry. She is a licensed Investment Advisor Representative in the state of Maryland. Kira has a broad range of experience and licenses, including Series 6, 7, 24, 63, and 66. Kira has been registered with T. Rowe Price since February 2016, and prior to that was registered with Morgan Stanley. Kira holds several designations and has a track record of providing comprehensive financial advice to her clients.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Creative Planning | CFP ® (Certifications)

location

Austin, TX

0 Disclosures

ADVISOR BIO

Kira Leigh Scott is a financial advisor with Creative Planning, based in Austin, Texas. Kira has been in the financial services industry for over 20 years, with previous experience at DFA Securities LLC, Thomas Weisel Partners LLC, and MML Investors Services, Inc.. Kira is a Certified Financial Planner and holds the Series 6, 7, 63 and 66 licenses. Kira specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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
Unclaimed

RBC Capital Markets, LLC

location

SEWICKLEY, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kira Napolitano is an investment advisor representative with RBC Capital Markets, LLC based in Sewickley, PA. Kira has been working in the financial industry since 2000. Before joining RBC, Kira worked with UBS Financial Services Inc. from 2013 until 2017. Kira has also been registered with other firms including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Hefren-Tillotson, Inc. and Legg Mason Wood Walker, Incorporated. Kira holds a Series 7, Series 63 and Series 66 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Donaldson Capital Management LLC

location

EVANSVILLE, IN

0 Disclosures

ADVISOR BIO

Kira Nichole Vaal is an Investment Advisor Representative at Donaldson Capital Management LLC. Kira is registered with the state of Indiana and has been active in the industry since January 2014. Kira specializes in providing portfolio and investment consultation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Kira has a Series 65 license and has a strong track record of success in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO AND INVESTMENT CONSULTATION SERVICES.
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Orion Portfolio Solutions, LLC

location

OMAHA, NE

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kira Epstein Reitz is an investment advisor representative and financial advisor with Orion Portfolio Solutions, LLC. Kira has been in the financial services industry for over 14 years. Kira holds the Series 66, SIE and Series 7 licenses. Kira's previous employment includes UBS Financial Services Inc. in New York, NY and Brinker Capital Securities in Berwyn, PA. Kira is registered in Nebraska and Pennsylvania. Kira specializes in providing portfolio management services to individuals, businesses, pension plans, pooled investment vehicles, educational savings and able plans, and charitable organizations.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP

location

Washington, DC

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kira Elyse Brown is a registered investment advisor representative with AllianceBernstein LP. Kira has been in the industry for four years and holds Series 7TO, SIE, and Series 66 licenses. Kira has a strong background in finance and has experience working with a variety of clients. Kira is a highly qualified and experienced advisor who can help you meet your financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

NEW York Life Investment Management LLC

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Kiran Daniel Incantalupo is an Investment Advisor Representative registered with New York Life Investment Management LLC. Kiran has been in the industry since 2022. Kiran holds the Series 63, Series 65, Series 7TO, Series 31 and SIE licenses. Kiran has previous experience with Neuberger Berman BD LLC and PIMCO Investments LLC.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Lido | CFA ® (Certifications)

location

DETROIT, MI

0 Disclosures

ADVISOR BIO

Kiran Kambhampati is an investment advisor representative who is currently registered with Lido Advisors, LLC. Kiran has been in the industry since 2003, previously working at Susquehanna Securities, Susquehanna Investment Group, Archelon LLC, Cutler Group, LP and Bluefin Trading, LLC. Kiran holds a Series 56 license and is a Chartered Financial Analyst. Kiran specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles, as well as financial planning, educational seminars and selection of other advisors.

SPECIALIZATIONS

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

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