Evalyn O'donnell Kirk

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-03-08
PA	RA	APPROVED	2008-08-15

TX RA
APPROVED

Since 2024-03-08
PA RA
APPROVED

Since 2008-08-15

Branch Locations

Monroeville, PA • United States

300 Parkland Plaza, Ann Arbor, MI 48103 • 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

Organization	City	State	From	To
Self Employed	Pittsburgh	PA	05/1997	Present
Sigma Financial Corporation	Ann Arbor	MI	08/2008	Present
Sigma Planning Corporation	Ann Arbor	MI	08/2008	Present

05/1997 → Present

Self Employed

Pittsburgh, PA
08/2008 → Present

Sigma Financial Corporation

Ann Arbor, MI
08/2008 → Present

Sigma Planning Corporation

Ann Arbor, MI

Previous Registrations

2001-08-24 → 2005-12-31

Portfolio Efficiency, Llc

Pittsburgh, PA

Other Businesses

1. INNOVATIVE FINANCIAL LIFE SOLUTIONS; OFFERS INSURANCE SERVICES AND COACHING OF AGENTS. 2. EVALYN O'DONNELL KIRK CLU/CHFC SINCE 1978; INSURANCE SALES FOR MIDLAND NATIONAL AS WELL AS VARIOUS OTHER INSURANCE CARRIERS; RECEIVES NO SALARY, COMMISSIONS ONLY. SELLS VARIOUS LINES OF INSURANCE. ALSO OFFERS BENEFITS TO BUSINESSES ALONG WITH THE CALL A DOCTOR PLUS BENEFIT PROGRAM. 3. Chair of the Finance Council for St. Bernadette Roman Catholic Church, a member of the Christ the Divine Shepherd Parish, Monroeville, PA.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-06-29
S63	Uniform Securities Agent State Law Examination	1990-03-22

S65 Uniform Investment Adviser Law Examination

1999-06-29
S63 Uniform Securities Agent State Law Examination

1990-03-22

Designations

Chartered Financial Consultant

Other Names

Evalyn Louise Odonnell
Evalyn Louise Odonnell
Evalyn Louise Kirk
Evalyn Louise Kirk

View on SEC IAPD