Kirk Edmund Loerwald

Employer firm

Sax Wealth Advisors, LLC CRD 119193

$3.60B regulatory AUM 59 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

• 07/2015 → 08/2018
  First Command Financial Planning , Inc
  Fort Worth, TX
• 07/2015 → 08/2018
  First Command Insurance Services Inc
  Fort Worth, TX
• 12/2015 → 08/2018
  First Command Advisory Services
  Fort Worth, TX
• 01/2026 → Present
  Sax Wealth Advisors, Llc
  Parsippany, NJ
• 09/2018 → 01/2020
  Key Private Bank
  South Bend, IN
• 01/2020 → 01/2026
  Key Private Bank
  South Bend, IN

Previous Registrations

• 2015-12-15 → 2018-07-11
  First Command Advisory Services
  Fort Worth, TX
• 2015-07-14 → 2015-12-15
  First Command Brokerage Services, Inc.
  Austin, TX
  Universal City, TX
  Killeen, TX
  Fort Worth, TX
• 2013-05-14 → 2014-04-08
  Level Four Advisory Services
  Dallas, TX

Other Businesses

07/16/2013 - 2400 E HEBRON PKWY LLC - REAL ESTATE RENTAL - TREASURER IN 2400 E HEBRON PKWY LLC - 1% OF TIME SPENT - PLANO, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-02-12

Designations

• Certified Financial Planner

Other Names

• Kirk E Loerwald