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KC

Kirk D. Chesney

SIGMA FINANCIAL
Troy, MI 48098
Some features on this profile are disabled
CRD#: 1217855
KC

Professional summary


Kirk David Chesney is a registered financial professional currently at SIGMA FINANCIAL CORPORATION located in Troy, Michigan.

Kirk is registered as a RR (Registered Representative) and started their career in finance in 1984. Kirk has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Kirk David Chesney's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 1, 1993 - Present

SIGMA FINANCIAL CORPORATION

Office #1: 70 W. Long Lake Road Suite 118, Troy, MI 48098
BD
CRD#: 14303
Troy, MI
Past

December 23, 1992 - February 16, 1993

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

BD
CRD#: 13741
EL PASO, TX
Past

December 11, 1987 - December 23, 1992

USA FINANCIAL GROUP, INC.

BD
CRD#: 17819
Past

May 15, 1985 - December 21, 1987

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
Past

February 13, 1985 - May 1, 1985

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

January 12, 1985 - December 21, 1987

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

February 24, 1984 - December 11, 1984

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/25/2010)
RR
Arizona
(6/20/1996)
RR
California
(6/22/2006)
RR
Colorado
(1/4/2021)
RR
Florida
(6/18/1996)
RR
Michigan
(2/22/1993)
RR
Ohio
(3/14/2008)
RR
South Carolina
(9/15/2021)
RR
Utah
(1/31/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/20/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/25/1992
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SF
SIGMA FINANCIAL CORPORATION
SIGMA FINANCIAL CORPORATION

CRD#: 14303 / SEC#: , 8-30466

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
300 Parkland Plaza, Ann Arbor, MI 48103-9508
Mailing Address
300 Parkland Plaza, Ann Arbor, MI 48103-9508
Phone number
(734) 663-1611
Established
Michigan since 09/20/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
THE JEROME S. RYDELL REVOCABLE LIVING TRUST DATED 12/21/1998, AS AMENDED AND RESTATED ON 10/23/2020TRUST (OWNER OF ALL VOTING SHARES)
MCCLELLAN, JOHN ALEXANDERCHIEF RISK AND BUSINESS OFFICER4016479
PHILLIPS, RICHARD THOMASCHIEF COMPLIANCE OFFICER6041363
PISTOR, RANDOLPH FULVIOCHIEF LEGAL OFFICER5143334
RYDELL, BRANDON DAVIDPRESIDENT2933397
RYDELL, JEROME STANLEYCEO, CHAIRMAN AND TRUSTEE OF THE JEROME S. RYDELL REVOCABLE LIVING TRUST DATED 12/21/1998, AS AMENDED AND RESTATED ON 10/23/2020408389
WOOTON, RYAN DANIELCHIEF FINANCIAL OFFICER8006797

Disclosures


Regulatory Event15
Arbitration11

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SIGMA FINANCIAL CORPORATION

CRD#: 14303Troy, MI 48098

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