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Alexander Michael Kienle

Westmark Wealth Management

Phoenix, AZ

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Current Employers
Westmark Wealth Management

5050 North 40Th Street Ste 140, Phoenix, AZ 85018 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-03
TX RA APPROVED 2025-01-03
  • AZ RA
    APPROVED
    Since 2025-01-03
  • TX RA
    APPROVED
    Since 2025-01-03

Branch Locations

5050 N 40Th St Ste 140, Phoenix, AZ 85018 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Next Financial Group Inc Houston TX 05/2013 Present
Westmark Wealth Management Phoenix AZ 06/2013 Present
Amk Financial, Llc Phoenix AZ 12/2014 Present
Casa De Kienle, Llc Scottdale AZ 04/2015 Present
  • 05/2013 → Present
    Next Financial Group Inc
    Houston, TX
  • 06/2013 → Present
    Phoenix, AZ
  • 12/2014 → Present
    Amk Financial, Llc
    Phoenix, AZ
  • 04/2015 → Present
    Casa De Kienle, Llc
    Scottdale, AZ
Previous Registrations
  • 2013-05-30 → 2025-01-06
    Next Financial Group, Inc.
    Irvine, CA
    Redlands, CA
    Tucson, AZ
    Tempe, AZ
    Phoenix, AZ
  • 2011-01-04 → 2013-05-28
    Securian Financial Services, Inc.
    Tucson, AZ
    Phoenix, AZ
    Scottsdale, AZ
  • 2010-09-21 → 2010-12-31
    Cri Securities, Llc
    Tucson, AZ
    Phoeniz, AZ
    Scottsdale, AZ
  • 2003-11-10 → 2007-12-31
    Marathon Advisors, Inc
    Phoenix, AZ
Other Businesses

1) WESTMARK WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5050 N 40TH ST, STE 140, PHOENIX, AZ 85018; ARIZONA LICENSED INSURANCE AGENCY; INSURANCE PRODUCER; 06/2013; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER SELLING VARIOUS INSURANCE PRODUCTS. 2) EXECUTIVE COUNCIL CHARITIES; NON-INVESTMENT RELATED; 4114 E. INDIAN SCHOOL ROAD, PHOENIX, AZ 85018; NON-PROFIT ORGANIZATION; EXECUTIVE BOARD MEMBER; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; BOARD MEMBER AND 2025 PRESIDENT. 3) AMK FINANCIAL, LLC; NON-INVESTMENT RELATED; 5050 N 40TH ST, STE 140, PHOENIX, AZ 85018; ENTITY CREATED TO RECEIVE PERSONAL COMPENSATION FOR TAX PURPOSES; MANAGING MEMBER; 12/2014; APPROX. 1 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; ALL DUTIES RELATED TO CORPORATE MANAGEMENT AND TAX REPORTING. 4) CASA DE KIENLE, LLC; NON-INVESTMENT RELATED; 10050 N. 118TH ST, SCOTTSDALE, AZ 85259; RENTAL PROPERTY; MANAGING MEMBER; 04/2015; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; MANAGER OF RENTAL PROPERTY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-10
  • S66 Uniform Combined State Law Examination
    2003-06-10
Designations
Other Names
  • Alexander Kienle
  • Alex Kienle

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