Christopher David Kirk

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Kirk Financial Group
  Blanchard, OK
• 09/2014 → 06/2021
  Voya Financial Advisors
  Blanchard, OK
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2004 → Present
  Kirk Financial Services Inc
  Luther, OK
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1998-12-08 → 2021-06-09
  Voya Financial Advisors, Inc.
  Oklahoma City, OK
  Overland Park, KS
  Blanchard, OK
  Oklahoma City, OK
  Luther, OK
  Lake St. Louis, MO
  Windsor, CT
  Midvale, UT

Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2019 SANDPIPER DR; BLANCHARD; OK; 73010; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/8/2009; 160; 160; SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: KIRK FINANCIAL SERVICES INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 12/2004; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: KEEPING TRACK OF OFFICE & BUSINESS EXPENSES FOR TAX REPORTING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-08
• S63 Uniform Securities Agent State Law Examination
  1994-05-23

Other Names

• Christopher D Kirk