Eric Egan Kirste

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 09/2016 → 06/2017
  Unemployed
  Prospect Heights, IL
• 07/2017 → 03/2018
  Ehlert Financial Group
  Lincolnshire, IL
• 05/2018 → 06/2018
  Hewins Financial Advisors, Llc
  Palatine, IL
• 06/2018 → 03/2020
  Wipfli Financial Advisors, Llc
  Lincolnshire, IL
• 04/2020 → 01/2022
  Wipfli Financial Advisors, Llc
  Lincolnshire, IL
• 01/2022 → 06/2022
  Unemployed
  Prospect Heights, IL
• 06/2022 → Present
  Savvy Advisors, Inc.
  New York, NY

Previous Registrations

• 2018-06-07 → 2022-01-11
  Wipfli Financial Advisors, Llc
  Palatine, IL
  Milwaukee, WI
  Lincolnshire, IL
• 2011-05-04 → 2016-08-10
  Iron Financial Llc
  Northbrook, IL
• 2007-05-29 → 2011-03-03
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL
• 2005-12-16 → 2007-05-29
  Citicorp Investment Services
  Chicago, IL
• 2003-08-11 → 2005-12-02
  Natcity Investments, Inc.
  Mishawaka, IN
• 2002-08-13 → 2003-03-19
  Equitable Advisors, Llc
  Northbrook, IL

Other Businesses

Dialectica, investment related, Prospect Heights, IL, survey company, expert - responding to surveys on wealth management industry, June 26, 2026, 1 hr/month, 0 hrs during trading, feedback on wealth management topic areas through phone or online surveys.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-28
• S63 Uniform Securities Agent State Law Examination
  2001-03-06

Designations

• Certified Financial Planner

Other Names

• Eric Egon Kirste