KC
KC

Kirk Cowden

30 Years of Experience
Gettysburg, PA
Broker

Kirk Cowden is a registered investment advisor at PNC Wealth Management, based in Gettysburg, PA, with 30 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

245 Breckenridge Street, Gettysburg, PA, 17325

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
PNC Wealth Management LLCBroker
November 2006 - Present · 19 yrs 8 mos
PNC Wealth Management
November 2006 - Present · 19 yrs 8 mos
Previous Registrations
Financial Network Investment Corporation
June 2006 - October 2006 · 4 mos
Financial Network Investment CorporationBroker
June 2005 - October 2006 · 1 yr 4 mos
Raymond James Financial Services
February 2000 - May 2005 · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
November 1999 - May 2005 · 5 yrs 6 mos
Crestar Securities CorporationBroker
January 1998 - October 1999 · 1 yr 9 mos
Copeland Equities, INC.Broker
February 1997 - December 1997 · 10 mos
American Express Financial Advisors INC.Broker
December 1995 - February 1997 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
December 1995 - February 1997 · 1 yr 2 mos
State Registrations13 states
FLGAMDMIMONJNYOHPASCTNTXVA
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.
Kirk Cowden - Financial Advisor | TrueAdvisor