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Kirk Abrahamson

39 Years of Experience
Clive, IA
Broker

Kirk Abrahamson is a registered investment advisor at Raymond James & Associates, INC., based in Clive, IA, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

13137 University Ave, Clive, IA, 50325

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kirk is a Director at UnityPoint Health Des Moines, a non-profit organization, and serves on several committees, dedicating minimal time. He is also a board member at Wakonda Club, a country club, spending minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2020 - Present · 5 yrs 10 mos
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
RBC Capital Markets, LLCBroker
August 2002 - September 2020 · 18 yrs 1 mo
RBC Capital Markets, LLC
August 2002 - September 2020 · 18 yrs 1 mo
U.S. Bancorp Piper Jaffray INC.
April 1999 - September 2002 · 3 yrs 5 mos
U.S. Bancorp Piper Jaffray INC.Broker
November 1991 - September 2002 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1986 - November 1991 · 5 yrs 1 mo
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kirk Abrahamson - Financial Advisor | TrueAdvisor