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KW

Kirk Wolf

GALLAGHER FIDUCIARY ADVISORS
Irvine, CA 92614
Some features on this profile are disabled
CRD#: 2367568
KW

Professional summary

Kirk Wolf, who also goes by Kirk Jason Wolf, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Irvine, California and OSAIC WEALTH, INC. located in Irvine, California.

Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Kirk has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kirk Jason Wolf

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) - RIA

Click below to view Kirk Wolf'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

May 17, 2023 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 2050 Main Street, Ste. 1250, Irvine, CA 92614
RIA
CRD#: 146509
Irvine, CA
Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 2050 Main Street Suite 1250, Irvine, CA 92614
RIA
BD
CRD#: 23131
Irvine, CA
Past

May 12, 2023 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
Irvine, CA
Past

May 18, 2022 - February 10, 2023

LION STREET ADVISORS, LLC

RIA
CRD#: 167610
AUSTIN, TX
Past

May 10, 2022 - February 10, 2023

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
LAKE FOREST, CA
Past

May 5, 2008 - September 25, 2008

PRINCIPAL FUNDS DISTRIBUTOR, INC.

BD
CRD#: 43261
DES MOINES, IA
Past

April 14, 2008 - October 21, 2021

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
RIVERSIDE, CA
Past

June 12, 2002 - March 4, 2008

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
WASHINGTON, DC
Past

June 24, 1996 - March 4, 2008

MISSIONSQUARE WEALTH MANAGEMENT

BD
CRD#: 23189
RIVERSIDE, CA
Past

October 27, 1993 - January 16, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 29, 1993 - July 6, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, 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".
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA

CRD#: 146509 / SEC#: 801-68868

RIA
Registered Investment Advisory firm - (3/17/2008 Approved)

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
Alaska
(5/22/2025)
IAR
California
(5/18/2023)
RR
California
(8/23/2024)
RR
Delaware
(5/22/2025)
IAR
Texas
(5/17/2023)
RR
Texas
(5/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/21/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/31/2000
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA

CRD#: 146509 / SEC#: 801-68868

RIA
Registered Investment Advisory firm - (3/17/2008 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2850 Golf Road, Rolling Meadows, IL 60008
Mailing Address
Phone number
(212) 330-1011
Established
Firm type
Fiscal year end
# of Employees
221

SEC notice filing (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR RETAIL CLIENTS (4/22/2025)
FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR INSTITUTIONAL CLIENTS (4/22/2025)

Regulatory assets under management

Total Number of Accounts5,754
AUM (Assets Under Management)$ 180,614,282,519

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

GALLAGHER FIDUCIARY ADVISORS, LLC

CRD#: 146509Irvine, CA 92614

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