TK
Todd M. Kirsch
MARSHALL INVESTMENT MANAGEMENT
Littleton, CO 80120
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CRD#: 2317445
TK
Professional summary
Todd Matthew Kirsch, CFP®, ChFC®, CLU® is a registered financial advisor currently at MARSHALL INVESTMENT MANAGEMENT, LLC located in Littleton, Colorado and LPL FINANCIAL LLC located in Largo, Florida.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Todd has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Insurance Planning
Estate Planning
Retirement Planning
Divorce Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
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.
1. 01/01/2005 - KIRSCH PROPERTIES, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ LITTLETON, CO 2. 5/27/2020 - Kirsch Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2015 - 40 Hours Per Month. 3. 6/3/2020 - Marshall Investment Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 5/26/2020 - 152 Hours Per Month/Time Spent 95% - I provide investment advisory services through Marshall Investment Management, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 152 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 11/6/2020 - Insurance Specialists of Colorado, Inc. DBA Kirsch Insurance Specialists - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Client Service Manager - Started 07/01/2013 - 165 Hours Per Month/40 Hours During Securities Trading - Manage agency, provide recommendations to consumers, sell various insurance products. 5. 02/14/2022 - No Business Name - Not Investment Related - Location: Various - Other-Music Performer - Musician - Start Date: 02/07/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 6. 09/11/2025- Insurance Specialists of Colorado, Inc. DBA Kirsch Insurance Specialists-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 07/01/2013- 10 Hours Per Month- 5 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Todd Matthew Kirsch'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®
CFP®
Start date: 2002
Experience
Current
May 27, 2020 - Present
MARSHALL INVESTMENT MANAGEMENT, LLC
Office #1: 8191 Southpark Lane #110, Littleton, CO 80120RIA
CRD#: 174817
Littleton, CO
Current
May 27, 2020 - Present
LPL FINANCIAL LLC
Office #2: 8191 Southpark Ln Ste 110, Littleton, CO 80120RIA
BD
CRD#: 6413
LARGO, FL
Past
July 2, 2013 - June 4, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
LITTLETON, CO
Past
July 1, 2013 - June 4, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
LITTLETON, CO
Past
March 26, 2008 - July 2, 2013
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
LITTLETON, CO
Past
February 19, 2008 - March 17, 2008
GENEOS WEALTH MANAGEMENT, INC.
RIA
CRD#: 120894
LITTLETON, CO
Past
February 19, 2008 - March 17, 2008
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
LITTLETON, CO
Past
September 8, 2000 - February 20, 2008
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
LITTLETON, CO
Past
April 5, 2000 - September 8, 2000
INVESTORS BROKERAGE SERVICES, INC.
BD
CRD#: 4257
ELGIN, IL
Past
March 8, 1993 - December 31, 1999
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
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".
MI
MARSHALL INVESTMENT MANAGEMENT, LLC
CAVILL & COMPANY | MARSHALL INVESTMENT MANAGEMENT, LLC | KIRSCH WEALTH MANAGEMENT
CRD#: 174817 / SEC#: 801-117304
RIA
Registered Investment Advisory firm - (9/6/2019 Approved)Colorado
Registered Investment Advisory firm - (9/17/2019 Terminated)District of Columbia
Registered Investment Advisory firm - (2/21/2019 Terminated)Florida
Registered Investment Advisory firm - (2/21/2019 Terminated)Maryland
Registered Investment Advisory firm - (9/20/2019 Terminated)New Mexico
Registered Investment Advisory firm - (9/9/2019 Terminated)Oregon
Registered Investment Advisory firm - (3/1/2019 Terminated)Texas
Registered Investment Advisory firm - (9/9/2019 Terminated)Virginia
Registered Investment Advisory firm - (9/10/2019 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(5/27/2020)
IAR
Colorado(5/27/2020)
IAR
Florida(5/25/2021)
RR
Florida(11/8/2023)
RR
Iowa(9/14/2023)
RR
Nevada(9/14/2023)
RR
North Carolina(7/3/2024)
RR
Pennsylvania(6/28/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MARSHALL INVESTMENT MANAGEMENT, LLC
CAVILL & COMPANY | MARSHALL INVESTMENT MANAGEMENT, LLC | KIRSCH WEALTH MANAGEMENT
CRD#: 174817 / SEC#: 801-117304
RIA
Registered Investment Advisory firm - (9/6/2019 Approved)Colorado
Registered Investment Advisory firm - (9/17/2019 Terminated)District of Columbia
Registered Investment Advisory firm - (2/21/2019 Terminated)Florida
Registered Investment Advisory firm - (2/21/2019 Terminated)Maryland
Registered Investment Advisory firm - (9/20/2019 Terminated)New Mexico
Registered Investment Advisory firm - (9/9/2019 Terminated)Oregon
Registered Investment Advisory firm - (3/1/2019 Terminated)Texas
Registered Investment Advisory firm - (9/9/2019 Terminated)Virginia
Registered Investment Advisory firm - (9/10/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5251 Dtc Parkway Suite 1185, Greenwood Village, CO 80111
Mailing Address
Phone number
(303) 991-6415
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,024 |
| AUM (Assets Under Management) | $ 264,092,743 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MARSHALL INVESTMENT MANAGEMENT, LLC
CRD#: 174817Littleton, CO 80120TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
