BK
BK

Brian Kirst

10 Years of Experience
Frisco, TX
Broker

Brian Kirst is a registered investment advisor at Touchstone Advisors INC, based in Frisco, TX, with 10 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 40 clients with $31B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
77 advisors
IM Fee
Planning only
Assets Under Management
$31.1B
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Location

Frisco, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian engages in business-to-business marketing for Separately Managed Accounts and Model Portfolio Delivery options, spending a few hours per week. He is also a board member for a veterans' charity, dedicating minimal time to board calls and fundraising.

Employment History
Current Registrations
Touchstone Advisors INC
June 2019 - Present · 7 yrs 4 mos
Touchstone Securities, LLC
October 2015 - Present · 11 yrs
Touchstone Securities, LLCBroker
October 2015 - Present · 11 yrs
State Registrations8 states
ALCAFLHIKYOHOKTX
AdvisorBrokerBoth

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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