AK
Alexander S. Kiritschenko
BRASS TAX WEALTH MANAGEMENT
Zionsville, IN 46077
Some features on this profile are disabled
CRD#: 3158695
AK
Professional summary
Alexander Scott Kiritschenko, who also goes by Alex Kiritschenko, Alexander S Kiritschenko, is a registered financial advisor currently at BRASS TAX WEALTH MANAGEMENT located in Zionsville, Indiana and LPL FINANCIAL LLC located in Zionsville, Indiana.
Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Alexander has worked at 7 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alex Kiritschenko | Alexander S Kiritschenko
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. 7/15/2019 - Strategic Integrated Solutions - Not Investment Related - 8925 SE Ave, Indianopolis, IN 46239 - Outside/W-2 Employment - Driver - Started 04/2016 10 hrs/mnth - Drive VIP personel to events. - Time Spent 10%. 2. 7/15/2019 - Take It Off GRAFFITI Removal Company - Not Investment Related - Home Based - Business Owner - Started 2003 - 24 Hours Per Month/0 Hours During Securities Trading - Solicit and remove graffiti from property owned by others. 3. 8/29/2019 - Brass Tax Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 4/2019 - 160 Hours Per Month During Securities Trading - Time Spent 50% - I provide administrative support to Brass Tax Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 4/2019. I expect to spend approximately 160 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. 8/29/2019 - Brass Tax Wealth Management, LLC - DBA: (Hybrid) STOREN FINANCIAL Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 4/2019 - 160 Hours Per Month During Securities Trading - Time Spent 50%. 5. 1/9/2020 - Storen Financial - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer. 6. 1/9/2020 - Storen Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 7. 1/15/2020 - Brass Tax Wealth Management - DBA: (Hybrid) Storen Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 1/2020 - 160 Hours Per Month During Securities Trading - Time Spent 50%. 8.08/19/2025 - Storen Financial Advisory Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 05/23/2025 - 40 Hours Per Month During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Scott Kiritschenko'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 7, 2020 - Present
BRASS TAX WEALTH MANAGEMENT
Office #1: 1120 West Oak Street Suite 200, Zionsville, IN 46077RIA
CRD#: 285249
Zionsville, IN
Current
August 5, 2019 - Present
LPL FINANCIAL LLC
Office #1: 1120 West Oak Street Suite 200, Zionsville, IN 46077RIA
BD
CRD#: 6413
Zionsville, IN
Past
November 21, 2019 - October 28, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
BROWNSBURG, IN
Past
February 11, 2009 - March 25, 2011
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
INDIANAPOLIS, IN
Past
May 19, 2005 - July 31, 2007
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
INDIANAPOLIS, IN
Past
May 19, 2000 - September 10, 2004
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
January 25, 1999 - October 29, 1999
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 25, 1999 - October 29, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
BT
BRASS TAX WEALTH MANAGEMENT
BRASS TAX WEALTH MANAGEMENT | STOREN FINANCIAL | SCHULTE FINANCIAL GROUP | MWZ FINANCIAL | GLOBAL FINANCIAL PARTNERS | BRASS TAX WEALTH MANAGEMENT, INC.
CRD#: 285249 / SEC#: 801-111006
RIA
Registered Investment Advisory firm - (8/14/2017 Approved)Indiana
Registered Investment Advisory firm - (8/17/2017 Terminated)Ohio
Registered Investment Advisory firm - (8/18/2017 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
Indiana(8/5/2019)
IAR
Indiana(1/7/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 8/5/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BT
BRASS TAX WEALTH MANAGEMENT
BRASS TAX WEALTH MANAGEMENT | STOREN FINANCIAL | SCHULTE FINANCIAL GROUP | MWZ FINANCIAL | GLOBAL FINANCIAL PARTNERS | BRASS TAX WEALTH MANAGEMENT, INC.
CRD#: 285249 / SEC#: 801-111006
RIA
Registered Investment Advisory firm - (8/14/2017 Approved)Indiana
Registered Investment Advisory firm - (8/17/2017 Terminated)Ohio
Registered Investment Advisory firm - (8/18/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4755 Cornell Road Suite 102a, Cincinnati, OH 45241
Mailing Address
Phone number
(513) 605-3394
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,872 |
| AUM (Assets Under Management) | $ 860,227,526 |
Red Flags
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Company Information
BRASS TAX WEALTH MANAGEMENT
CRD#: 285249Zionsville, IN 46077TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
