Matthew D. Kirr

KIRR, MARBACH & COMPANY

Columbus, IN 47201

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CRD#: 4050471

Professional summary

Matthew David Kirr is a registered financial advisor currently at KIRR, MARBACH & COMPANY, LLC located in Columbus, Indiana.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

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.) Kirr, Marbach & Company, LLC; Columbus, IN; Investment related; started 08/29/2005; Investment Management; Partner, Director of Client Service; 240 hours per month with 10 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Kirr'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

December 6, 2022 - Present

KIRR, MARBACH & COMPANY, LLC

Office #1: 621 Washington Street, Columbus, IN 47201

RIA

CRD#: 104634

Columbus, IN

Past

January 19, 2006 - February 5, 2024

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Columbus, IN

Past

January 22, 2003 - September 2, 2005

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

December 21, 1999 - January 10, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

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".

KIRR, MARBACH & COMPANY, LLC

CRD#: 104634 / SEC#: 801-10809

RIA

Registered Investment Advisory firm - (6/2/1975 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

Indiana
(12/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/6/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/20/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KIRR, MARBACH & COMPANY, LLC

CRD#: 104634 / SEC#: 801-10809

RIA

Registered Investment Advisory firm - (6/2/1975 Approved)

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Contact information

Main Address

621 Washington Street, Columbus, IN 47201-6231

Mailing Address

621 Washington Street, Columbus, IN 47201-6231

Phone number

(812) 376-9444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV-PART 2A/BROCHURE (3/24/2025)

ADV-PART 2B/BROCHURE SUPPLEMENT/MICKEY KIM (3/24/2025)

ADV-PART 2B/BROCHURE SUPPLEMENT/MARGARET KAMMAN (3/24/2025)

ADV-PART 2B/BROCHURE SUPPLEMENT/MATTHEW KIRR (3/24/2025)

ADV-PART 2B/BROCHURE SUPPLEMENT/ZACHARY GREINER (3/24/2025)

ADV-PART 2B/BROCHURE SUPPLEMENT/MARK FOSTER (3/24/2025)

Regulatory assets under management

Total Number of Accounts	259
AUM (Assets Under Management)	$ 513,386,257

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.

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Firm Stability Insights

Matthew D. Kirr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Kirr's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

KEYBANC CAPITAL MARKETS INC.

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

KIRR, MARBACH & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/2022

Series 63

Date: 5/2/2006

SIE

Date: 10/1/2018

Series 6

Date: 12/20/1999

Current Firm

KIRR, MARBACH & COMPANY, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KIRR, MARBACH & COMPANY, LLC

TRUST BUT VERIFY

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