GK
GK

Griffin Kirsch

9 Years of Experience
Reno, NV
2 DisclosuresSells Insurance

Griffin Kirsch is a registered investment advisor at Gk Wealth Management LLC, based in Reno, NV, with 9 years of industry experience. Griffin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 534 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
534 clients
Average Client Portfolio
$485K average
Assets Under Management
$258.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$500

GK Wealth Management charges an annual advisory fee based on the value of your investments, generally ranging from 0.10% to 2.00%. This fee is calculated quarterly in advance. The specific fee is outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity, and activity. For clients with less than $200,000, GK may impose a minimum quarterly fee of $500 for individuals/families and $1,000 for businesses.

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Location

98 Winter Street Reno, Reno, NV, 89503

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History

Regulatory History (2)
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.
Regulatory
April 2019
Final
Employment Separation After Allegations
September 2017
Other Business ActivitiesSells Insurance

Griffin is a managing member of Griffin M Kirsch LLC, offering fixed life and annuities, and owns GK Insurance Group, selling various insurance products. He also has several investment-related activities, including being an investor in RMP 18 LLC and managing rental properties through GLAM Holdings LLC and GLAM Properties LLC.

Employment History
Current Registrations
Gk Wealth Management LLC
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Summit Brokerage Services, INC.Broker
April 2017 - September 2017 · 5 mos
Triumph Capital Management
March 2017 - September 2017 · 6 mos
Edward Jones
November 2014 - January 2017 · 2 yrs 2 mos
Edward JonesBroker
October 2014 - January 2017 · 2 yrs 3 mos
State Registrations8 states
AZCACOFLNVORTXWA
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.
Griffin Kirsch - Financial Advisor | TrueAdvisor