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Secure Financial Management CRD 169278
$400M regulatory AUM 584 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4630 De Zavala Rd, San Antonio, TX 78249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wholesalers Insurance Group, Llc | San Antonio | TX | 05/2022 | Present |
| Kirkwood Financial Services, Llc | San Antonio | TX | 01/2011 | Present |
Mr. Kirkwood is an insurance agent appointed with various insurance companies. Mr. Kirkwood spends approximately 15% of his time involved in insurance related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-26 |
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