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Christopher Kirk

31 Years of Experience
Luther, OK
BrokerSells Insurance

Christopher Kirk is a registered investment advisor at Cetera Investment Advisers LLC, based in Luther, OK, with 31 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Luther, OK

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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 ActivitiesSells Insurance

Christopher is an independent insurance agent selling fixed insurance products since 2009, dedicating nearly full-time hours to this activity. He also serves on the Board of Directors for the Oklahoma Thoroughbred Retirement Program and owns Kirk Financial Services Inc, managing office and business expenses for tax reporting, which takes minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.Broker
January 2000 - June 2021 · 21 yrs 5 mos
Voya Financial Advisors, INC.
December 1998 - June 2021 · 22 yrs 6 mos
Sunset Financial Services, INC.Broker
April 1998 - December 1999 · 1 yr 8 mos
Bma Financial Services, INC.Broker
July 1995 - April 1998 · 2 yrs 9 mos
New England SecuritiesBroker
May 1994 - June 1995 · 1 yr 1 mo
State Registrations15 states
ARAZCAGAHIKSKYMNMOOKORSCTNTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.