Eric E. Kirste
SAVVY
Prospect Heights, IL
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CRD#: 3245871
Professional summary
Eric Egan Kirste, AIF®, CFP®, CIMA®, who also goes by Eric Egon Kirste, is a registered financial advisor currently at SAVVY located in Prospect Heights, Illinois.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Eric has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Eric Kirste, CFP®, CIMA®, AIF® is the founding Principal Wealth Manager at Savvy Wealth. With a deep-rooted passion for service and enriching the lives of others, Eric found his calling as a wealth management professional early on. Eric brings over 22 years of deep experience working closely with business owners, individuals and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and he helps clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence. He also helps business owners and professionals nearing retirement ensure they are best prepared for their ideal retirement lifestyle.
At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their needs and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients’ best interests top of mind while offering ongoing guidance, encouragement and accountability.
With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP and Wings for Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club. He enjoys spending time with his wife, Alisa, their two sons, Logan and Matthew, and their rescue dog, Bear.
Question & Answer
What are your service offerings?
Debt Management
Tax Planning
Business Succession Planning
Retirement Income Management
Elder Care
Investment Planning
Employee and Employer Plan Ben...
Retirement Planning
Comprehensive Financial Planni...
Inheritance
Long-term Care
Divorce Planning
Estate Planning
Budgeting
Insurance Planning
Life Transitions
Social Security Planning
Education Planning
Small Business Planning
Are you a "fiduciary"?
Yes
Aliases
Eric Egon Kirste
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.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Egan Kirste'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: 2009
Experience
Current
July 5, 2022 - Present
SAVVY
RIA
CRD#: 318493
Prospect Heights, IL
Past
June 7, 2018 - January 11, 2022
WIPFLI FINANCIAL ADVISORS, LLC
RIA
CRD#: 109983
LINCOLNSHIRE, IL
Past
September 2, 2014 - June 23, 2016
UNIFIED FINANCIAL SECURITIES, LLC
BD
CRD#: 7868
INDIANAPOLIS, IN
Past
May 4, 2011 - August 10, 2016
IRON FINANCIAL LLC
RIA
CRD#: 106682
NORTHBROOK, IL
Past
May 29, 2007 - March 3, 2011
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
CHICAGO, IL
Past
May 29, 2007 - March 3, 2011
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
CHICAGO, IL
Past
December 16, 2005 - May 29, 2007
CITICORP INVESTMENT SERVICES
RIA
CRD#: 23988
CHICAGO, IL
Past
December 16, 2005 - May 29, 2007
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
CHICAGO, IL
Past
August 11, 2003 - December 2, 2005
NATCITY INVESTMENTS, INC.
RIA
CRD#: 17490
MISHAWAKA, IN
Past
August 11, 2003 - December 2, 2005
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
CLEVELAND, OH
Past
August 13, 2002 - March 19, 2003
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
NORTHBROOK, IL
Past
June 17, 2002 - March 19, 2003
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
May 29, 2001 - March 1, 2002
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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.Highlighted states indicate IAR registrations
IAR
Illinois(7/5/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
