Kirk W. Kinder
PICKET FENCE FINANCIAL
Forest Hill, MD 21050
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CRD#: 4656569
Professional summary
Kirk William Kinder, CFP® is a registered financial advisor currently at PICKET FENCE FINANCIAL, LLC located in Forest Hill, Maryland and BASTION FIDUCIARY located in Forest Hill, Maryland.
Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kirk has worked at 4 firms and has passed the Series 65 exam.
Core Areas of Focus
Estate & Generational Planning Issues
Hourly
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
I use to be a consumer of the financial services industry. I discovered how the industry is set up to generate huge fees, not help you achieve your goals. This is why I created Picket Fence Financial. My firm works to help you achieve your goals, and we charge fair and upfront fees, often half of the normal asset management fees. You can request a DVD where I explain more about my firm, my fees, and how I can help you. Just call or email me today to get this free DVD.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Estate Planning
Retirement Planning
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kirk William Kinder'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: 2005
Experience
Current
February 23, 2006 - Present
PICKET FENCE FINANCIAL, LLC
Office #1: 2012 Rock Spring Rd., Forest Hill, MD 21050Office #2: 2706 Alternate Us 19 North, Palm Harbor, FL 34683RIA
CRD#: 139262
Forest Hill, MD
Current
January 14, 2025 - Present
BASTION FIDUCIARY
RIA
CRD#: 333420
Forest Hill, MD
Past
March 24, 2016 - June 15, 2016
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT
RIA
CRD#: 141634
Sonora, CA
Past
May 12, 2003 - December 31, 2005
FINANCIAL GUIDANCE GROUP, INC.
RIA
CRD#: 108799
PALM HARBOR, FL
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".
BF
BASTION FIDUCIARY
BASTION FIDUCIARY | BASTION FIDUCIARY, LLC
CRD#: 333420 / SEC#: 801-131510
RIA
Registered Investment Advisory firm - (11/26/2024 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
Florida(2/14/2007)
IAR
Maryland(2/23/2006)
IAR
Texas(1/14/2015)
IAR
Texas(1/14/2025)
Current Firm
BF
BASTION FIDUCIARY
BASTION FIDUCIARY | BASTION FIDUCIARY, LLC
CRD#: 333420 / SEC#: 801-131510
RIA
Registered Investment Advisory firm - (11/26/2024 Approved)PREMIUM
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Contact information
Main Address
Islamorada, FL
Mailing Address
Po Box 1133, Islamorada, FL 33036
Phone number
(786) 706-6651
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 433 |
| AUM (Assets Under Management) | $ 145,337,844 |
Red Flags
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Company Information
BASTION FIDUCIARY
CRD#: 333420Forest Hill, MD 21050TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
