Kirk Edward Loury

Current Employers

Mcm Wealth

7250 Redwood Blvd Suite 300, Novato, CA 94945 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-06-26
CA	RA	APPROVED	2026-06-16

NJ RA
APPROVED

Since 2026-06-26
CA RA
APPROVED

Since 2026-06-16

Branch Locations

7250 Redwood Blvd Suite 300, Novato, CA 94945 • United States

Princeton, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealth Planning Consulting, Inc.	Princeton	NJ	10/2009	Present
Mcm Wealth	Novato	CA	06/2022	Present

10/2009 → Present

Wealth Planning Consulting, Inc.

Princeton, NJ
06/2022 → Present

Mcm Wealth

Novato, CA

Previous Registrations

2007-06-12 → 2012-08-02

Concord Equity Group Advisors, Llc

Matawan, NJ

Other Businesses

Software development for financial applications; investment and strategy consultant for various investment and financial services firms.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-15
S63	Uniform Securities Agent State Law Examination	2001-08-10

S65 Uniform Investment Adviser Law Examination

2026-06-15
S63 Uniform Securities Agent State Law Examination

2001-08-10

View on SEC IAPD

Current Employers

Mcm Wealth

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews