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CFP
AK
CFP

Alexander Kienle

Westmark Wealth Management
23 Years of Experience
Phoenix, AZ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Alexander Kienle is a CFP-designated registered investment advisor at Westmark Wealth Management, based in Phoenix, AZ, with 23 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 575 clients with $200M in assets under management.

Westmark Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
575 clients
Average Client Portfolio
$340K average
Assets Under Management
$195.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.65%
$10M+0.50%

Fees are calculated on a breakpoint schedule and may be negotiated at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5050 N 40th St, Ste 140, Phoenix, AZ, 85018

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alexander is an insurance producer at Westmark Wealth Management, selling various insurance products, dedicating about 10-20% of his time. He is also an executive board member of Executive Council Charities, spending minimal time, and a managing member of AMK Financial, LLC and Casa de Kienle, LLC, spending minimal time on each.

Employment History
Current Registrations
Westmark Wealth Management
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Next Financial Group, INC.
May 2013 - January 2025 · 11 yrs 8 mos
Next Financial Group, INC.Broker
May 2013 - January 2025 · 11 yrs 8 mos
Securian Financial Services, INC.
January 2011 - May 2013 · 2 yrs 4 mos
Cri Securities, LLC
September 2010 - December 2010 · 3 mos
Marathon Advisors, INC
November 2003 - December 2007 · 4 yrs 1 mo
Cri Securities, LLCBroker
June 2003 - May 2013 · 9 yrs 11 mos
Securian Financial Services, INC.Broker
June 2003 - May 2013 · 9 yrs 11 mos
State Registrations2 states
AZTX
Advisor

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.
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