Kirk Baser is a registered investment advisor, based in Altoona, PA, with 12 years of industry experience.
Location
1425 11th Ave Lower Level, Altoona, PA, 16601
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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 a financial advisor at Platinum Wealth Strategies LLC, spending minimal time on this activity. He also owns Deadsolid Golf Marketing, dedicating a few hours per week outside of trading hours, and KBD Investments, an entity for tax purposes.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
State Registrations4 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.