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.

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

Do you have an area of expertise or specialization?

Estate & Generational Planning...

Hourly

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

What is your minimum asset requirement?

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.

NEXT CHAPTER TRANSITIONS, LLC; 300 E. LOMBARD ST., STE 840, BALTIMORE, MD 21202; BUSINESS COACHING; PRINCIPAL EFFECTIVE 9/2008;10 HRS. PER MONTH DURING TRADING HOURS

Blog Corner

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^®

Certified Financial Planner

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 34683

RIA

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

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)

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: 2/17/2003

Uniform Investment Adviser Law Examination

Current Firm

PICKET FENCE FINANCIAL, LLC

CRD#: 139262 / SEC#:

Florida

Registered Investment Advisory firm - (2/14/2007 Approved)

Maryland

Registered Investment Advisory firm - (2/23/2006 Approved)

Texas

Registered Investment Advisory firm - (1/14/2015 Conditional Restricted)

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Contact information

Main Address

2012 Rock Spring Rd., Forest Hill, MD 21050

Mailing Address

Phone number

(410) 878-2999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	241
AUM (Assets Under Management)	$ 50,473,798

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.

Contact information

(xxx) xxx-xxxx

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Kirk W. Kinder

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirk William Kinder's CRS (Customer Relationship Summary).

Certified licenses

Experience

PICKET FENCE FINANCIAL, LLC

BASTION FIDUCIARY

TWEDDELL GOLDBERG INVESTMENT MANAGEMENT

FINANCIAL GUIDANCE GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2003

Current Firm

PICKET FENCE FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PICKET FENCE FINANCIAL, LLC

TRUST BUT VERIFY

Contact information

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