Kirby R. Kleinsmith
Professional summary
Kirby Reed Kleinsmith, CFP®, ChFC® is a registered financial advisor currently at KLEINSMITH RESOURCE MANAGEMENT, LLC located in Bend, Oregon.
Kirby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kirby has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kirby Reed Kleinsmith's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
July 10, 2012 - Present
KLEINSMITH RESOURCE MANAGEMENT, LLC
July 10, 2006 - October 13, 2009
VALENTINE VENTURES, LLC
January 3, 2006 - July 10, 2006
IRWIN INVESTMENTS, LLC
December 10, 2003 - December 31, 2005
TRANSAMERICA FINANCIAL ADVISORS, INC.
October 21, 2003 - December 31, 2005
TRANSAMERICA FINANCIAL ADVISORS, INC.
February 28, 2003 - September 22, 2003
MSI FINANCIAL SERVICES, INC.
February 26, 2003 - September 22, 2003
METROPOLITAN LIFE INSURANCE COMPANY
February 26, 2003 - September 22, 2003
MSI FINANCIAL SERVICES, INC.
March 26, 2002 - December 31, 2002
FIRST MONTAUK SECURITIES CORP.
January 2, 2002 - March 13, 2002
CAPITAL SUISSE SECURITIES, INC.
April 4, 2000 - December 10, 2001
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/10/2012)
Exams
Current Firm
KLEINSMITH RESOURCE MANAGEMENT, LLC
CRD#: 164545 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 6,522,000 |
Red Flags
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