Kirk Stensrud is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Radnor, PA, with 28 years of industry experience. Kirk is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
150 Radnor-Chester Road, Suite B-100, Radnor, PA, 19087
Get directionsHistory
Regulatory History
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 →Other Business Activities
Kirk serves on the finance committee for St. Luke Evangelist Church, overseeing bill payments and discussing church spending and budget. This activity requires minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
Janney Montgomery Scott LLCBroker
Linsco/private Ledger CORP.Broker
John Hancock Distributors, INC.Broker
State Registrations36 states
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
More Advisors
- Michael HassellJanney Montgomery Scott LLC
- Jan Cummins, CFPJanney Montgomery Scott LLC
- Kenneth MintzJanney Montgomery Scott LLC
- John Battista, CFPJanney Montgomery Scott LLC
- Christine Walker, CFPHaverford Financial Services, INC.
- Patricia Mcnamara, CFPWells Fargo Advisors