KC
KC

Kirk Melbourne Cassidy

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,068 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

Loading...

Location

29409 Haggerty Road, Suite 200, Novi, MI, 48377

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 →
Other Business ActivitiesSells Insurance

Kirk is the owner and insurance agent at Senior Planning Advisors, dedicating about a quarter of his time to insurance services. He also spends minimal time at Cassidy and Associates Inc., and about 10% of his time at Yaske & Associates, PLLC, a CPA firm.

Employment History
Current Registrations
C2 Private Wealth
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
Envision Investment Advisors, LLC
January 2009 - July 2009 · 6 mos
Envision Investment Advisors, LLC
December 2008 - December 2008 · 0 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.