Kirk Michael Tushaus
CIMA®Professional Summary
Kirk Michael Tushaus, CIMA® is a registered financial advisor currently at TUSHAUS WEALTH MANAGEMENT located in Scottsdale, Arizona. Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Kirk has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 5, Series 7, Series 4, Series 53, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
HEALTHHARBOR FINANCIAL PLANNING | TUSHAUS WEALTH MANAGEMENT | TUSHAUS GROUP LLC
Contact Information
Main Address
9141 E Hidden Spur Trail, Scottsdale, AZ 85255Phone Number
(480) 620-6560# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
397AUM (Assets Under Management)
$75,261,602Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/3/2022)
(4/19/2022)
(4/20/2022)
(5/27/2022)
(3/14/2023)
(4/19/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 5 — Interest Rate Options Examination
Passed Dec 1982Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kirk Michael Tushaus's CRS (Customer Relationship Summary).
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