Kirk Weldy is a registered investment advisor at 724 Capital, LLC, based in Archbold, OH, with 16 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,270 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
219 N Defiance St, Po Box 300, Archbold, OH, 43502
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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 is involved in several outside business activities, including being an IAR for Childs Investment Group, Inc., CIG Financial Services, and 724 Capital, LLC (full-time). He also serves as a board member for Archbold Rotary Club and Fulton County Health Center, and coaches Junior Varsity baseball.
Employment History
Current Registrations
724 Capital, LLC
Childs Investment Group, INC
Independent Financial Group, LLCBroker
Previous Registrations
724 Capital, LLC
F3logic, LLC
Investment Advisors
Proequities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations7 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.