Kirk M. Tushaus
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Michael Tushaus's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 19, 2022 - Present
TUSHAUS WEALTH MANAGEMENT
Office #1: 9141 E Hidden Spur Trail, Scottsdale, AZ 85255December 22, 2020 - December 6, 2021
TUSHAUS FINANCIAL MANAGEMENT GROUP, L.L.C.
September 11, 2017 - August 16, 2021
OPTIMIST RETIREMENT GROUP, LLC
August 31, 2017 - August 31, 2017
OPTIMIST RETIREMENT GROUP, LLC
March 7, 2014 - September 12, 2017
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
March 7, 2014 - September 12, 2017
LASALLE ST SECURITIES, L.L.C.
May 3, 2012 - June 23, 2014
ARMA FINANCIAL SERVICES, INC.
November 9, 2004 - April 11, 2012
ARMA FINANCIAL SERVICES, INC.
October 2, 1995 - November 8, 2004
ARMA FINANCIAL SERVICES, INC.
September 28, 1995 - August 20, 2014
ARMA FINANCIAL SERVICES, INC.
May 5, 1995 - September 6, 1995
J. W. GARRETT AND COMPANY
July 6, 1993 - April 25, 1995
JOHN G. KINNARD AND COMPANY, INCORPORATED
September 4, 1990 - July 9, 1993
WELLS FARGO CLEARING SERVICES, LLC
December 8, 1989 - September 4, 1990
BOETTCHER & COMPANY, INC.
November 1, 1988 - December 19, 1989
MORGAN STANLEY DW INC.
August 10, 1988 - October 21, 1988
ARMA FINANCIAL SERVICES, INC.
January 3, 1985 - May 4, 1988
KIDDER, PEABODY & CO. INCORPORATED
December 24, 1981 - December 31, 1984
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/3/2022)
(4/19/2022)
(4/20/2022)
(5/27/2022)
(3/14/2023)
(4/19/2022)
Exams
Series 5
Date: 12/11/1982
Interest Rate Options ExaminationCurrent Firm
TUSHAUS WEALTH MANAGEMENT
CRD#: 314067 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 338 |
| AUM (Assets Under Management) | $ 50,000,000 |
Red Flags
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