Kirk Brian Stovesand

Employer firm

Platform Wealth Advisors CRD 329313

$509M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1985 → 04/2024
  Walpole & Co. Llp
  Goleta, CA
• 01/2014 → 09/2024
  Walpole Financial Advisors, Llc
  Goleta, CA
• 04/2024 → Present
  Platform Wealth Advisors
  Goleta, CA
• 04/2024 → Present
  Sandpiper Consulting Inc. Dba Walpole Advisors
  Goleta, CA

Previous Registrations

• 2001-10-18 → 2024-09-12
  Walpole Financial Advisors, Llc
  Goleta, CA

Other Businesses

SANDPIPER CONSULTING INC. DBA WALPOLE ADVISORS GOLETA, CA CERTIFIED PUBLIC ACCOUNTING AND CONSULTING FIRM NON INVESTMENT RELATED 04/2024 TO PRESENT CPA DEDICATES 4-5 HOURS PER MONTH MOST OF WHICH ARE DURING SECURITIES TRADING HOURS PREPARES TAX RETURNS COMMUNITY WEST BANK HOLDINGS (CWBC) GOLETA, CA COMMUNITY BANK NON-INVESTMENT RELATED CHAIR THE AUDIT COMMITTEE/RESIDES ON THE BOARD MAY 1993 - PRESENT DEDICATES 8 HOURS PER MONTH Your Travel Center, Inc. Not investment-related | Travel Agency 3329 State St. | Suite B | Santa Barbara, CA | 93105 Advisory Board Member January 2005 Dedicates approximately 4 hours per quarter, 1.5 of which during securities trading hours Responsible for reviewing financials and discussing board-related activities Santa Felicia Holdings, LLC Not investment-related | Rental Property for one building 70 Santa Felicia Dr. | Goleta, CA | 93117 Manager/Member March 30, 2007 Dedicates approximately 4 hours per year, 0 of which during securities trading hours Responsible for overseeing financials and management of property

Exams

• S66 Uniform Combined State Law Examination
  2000-12-01

Designations

• Certified Financial Planner
• Personal Financial Specialist