KB
Kirk D. Bremer
SPC
Salida, CO
Some features on this profile are disabled
CRD#: 2248686
KB
Professional summary
Kirk Douglas Bremer, who also goes by Kirk Douglas Bremer, Kirk Bremer, is a registered financial advisor currently at SPC located in Salida, Colorado and PARKLAND SECURITIES, LLC located in Salida, Colorado.
Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kirk has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kirk Douglas Bremer | Kirk Bremer
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.
1. Owner, Screen Door Properties LLC, Manages personal residential rental properties in Salida, CO. Start date: 6/1/99, less than 1 hr/mo. INV REL: N 2. Board Director - Salida Chamber of Commerce, Salida, CO. Goal is to organize events for business members to network and build better community relations. Start date: 5/1/22, approx. 5-10 hrs/mo. No set length of term. INV REL: N 3. Board member and Vice President - Salida Riverfront Condo Association, Salida, CO. Duties include oversight of HOA property manager and community relations. Start date: 12/6/2022 for a 3 year term. Approx. 1 hr/mo. INV REL: N 4. DBA - Maverick Wealth Group, Castle Rock, CO. Offering financial services through Parkland Securities LLC and SPC. Start date: 3/12/23, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y 5. Sale of non-variable insurance products, including life insurance, disability insurance and fixed annuities. Will sell through various insurance companies and 3D Advisors, an approved FMO through Parkland Securities. Start date: 4/14/23, approx. 3-5 hrs/mo. INV REL: Y
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Douglas Bremer's 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®
NoneExperience
Current
January 3, 2023 - Present
SPC
RIA
CRD#: 110692
Salida, CO
Current
January 3, 2023 - Present
PARKLAND SECURITIES, LLC
Office #1: 123 G Street, Ste 206, Salida, CO 81201BD
CRD#: 115368
Salida, CO
Past
May 10, 2022 - January 10, 2023
PARSONEX ADVISORY SERVICES, INC.
RIA
CRD#: 160275
ENGLEWOOD, CO
Past
August 12, 2020 - January 10, 2023
PARSONEX SECURITIES, INC.
BD
CRD#: 144412
ENGLEWOOD, CO
Past
January 14, 2020 - April 28, 2020
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
DENVER, CO
Past
June 19, 2000 - October 23, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Colorado(1/3/2023)
IAR
Colorado(1/3/2023)
RR
Illinois(1/3/2023)
RR
Texas(3/1/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,544 |
| AUM (Assets Under Management) | $ 5,655,661,675 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
