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Cody Robert Kirk

Wildrye Financial

Bigfork, MT

Helena, MT

CRD 6443766

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Employer firm

Wildrye Financial CRD 317148

$90.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

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
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Brayden Deck
CURTIS WILLIAM HOWARD
Katherine Sue Hicks

Nearby Offices

EDWARD JONES · Bigfork, MT
LPL FINANCIAL LLC · BIGFORK, MT
STATE FARM INVESTMENT MANAGEMENT CORP. · Bigfork, MT

More in Bigfork, MT

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