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Cody Robert Kirk

Wildrye Financial

Bigfork, MT

Helena, MT

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Current Employers
Wildrye Financial

836 Holt Drive Ste 310, Bigfork, MT 59911 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2021-11-09
  • MT RA
    APPROVED
    Since 2021-11-09

Branch Locations

836 Holt Drive Ste 310, Bigfork, MT 59911 • United States

314 N. Last Chance Gulch, Suite 307, Helena, MT 59601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.A. Davidson & Co. Helena MT 04/2015 07/2019
Southport Capital Chattanooga TN 07/2019 11/2021
Wealthnest Financial Llc Big Fork MT 11/2021 Present
  • 04/2015 → 07/2019
    D.A. Davidson & Co.
    Helena, MT
  • 07/2019 → 11/2021
    Southport Capital
    Chattanooga, TN
  • 11/2021 → Present
    Wealthnest Financial Llc
    Big Fork, MT
Previous Registrations
  • 2019-07-10 → 2021-11-10
    Southport Capital
    Chattanooga, TN
    Big Fork, MT
  • 2015-04-20 → 2019-07-11
    D.A. Davidson & Co.
    Helena, MT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-16
  • S66 Uniform Combined State Law Examination
    2015-04-16
Designations

View on SEC IAPD

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Other Offices

EDWARD JONES · Bigfork, MT
LPL FINANCIAL LLC · BIGFORK, MT
STATE FARM INVESTMENT MANAGEMENT CORP. · Bigfork, MT
LIFE PLANNING ADVISORS LLC · BIGFORK, MT
BERGEN PARK CAPITAL MANAGEMENT, LLC · BIGFORK, MT
EDWARD JONES · BIGFORK, MT
SANCTUARY ADVISORS, LLC · KALISPELL, MT
STIFEL, NICOLAUS & COMPANY, INCORPORATED · KALISPELL, MT

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