Kirk Michael Blaise

Employer firm

Creole Wealth Solutions, LLC CRD 305150

$22.5M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/2014 → 08/2022
  Lpl Financial Llc
  New Orleans, LA
• 08/2022 → Present
  Creole Wealth Solutions Llc
  New Orleans, LA
• 06/2018 → 03/2025
  Creole Health Solutions Llc
  New Orleans, LA
• 05/2016 → Present
  Blaise & Associates, Llc
  New Orleans, LA
• 02/2014 → 08/2022
  Lpl Financial Llc
  New Orleans, LA

Previous Registrations

• 2014-02-06 → 2022-09-06
  Lpl Financial Llc
  New Orleans, LA
  New Orleans, LA
  Fort Mill, SC
• 2003-07-22 → 2014-01-23
  Msi Financial Services, Inc.
  Metairie, LA
  Metairie, LA
• 2002-11-26 → 2003-07-10
  Quick & Reilly, Inc.
  New Orleans, LA

Other Businesses

(1) 01/10/2014 - NON-VARIABLE INSURANCE - BLUECROSS BLUESHIELD OF LA - INSURANCE AGENT - HEALTH - TIME SPENT 2% - NEW ORLEANS, LA. (2) 02/09/2016 * Exclusive Insurance Brokerage * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 02/02/2016 * 40 HRS/MO; 2 HRS/MO DURING SECS TRDG HRS. (3) 2/16/2018 - Blaise & Associates, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/01/2017 - 20 Hours Per Month During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-30
• S65 Uniform Investment Adviser Law Examination
  1997-07-30

Designations

• Certified Financial Planner

Other Names

• Kirk M Blaise