Kirk E. Loerwald
Professional summary
Kirk Edmund Loerwald, CFP®, who also goes by Kirk E Loerwald, is a registered financial advisor currently at SAX WEALTH ADVISORS, LLC located in Mishawaka, Indiana.
Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kirk has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Edmund Loerwald's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 19, 2026 - Present
SAX WEALTH ADVISORS, LLC
December 15, 2015 - July 11, 2018
FIRST COMMAND ADVISORY SERVICES
July 14, 2015 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
July 14, 2015 - July 11, 2018
FIRST COMMAND BROKERAGE SERVICES, INC.
May 14, 2013 - April 8, 2014
LEVEL FOUR ADVISORY SERVICES
May 10, 2013 - April 8, 2014
LPL FINANCIAL LLC
May 12, 2011 - May 13, 2013
FIRST COMMAND BROKERAGE SERVICES, INC.
July 30, 2008 - April 25, 2011
STATE FARM VP MANAGEMENT CORP.
January 31, 2005 - November 28, 2007
STATE FARM VP MANAGEMENT CORP.
Primary Firm SEC Registration
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/19/2026)
(3/26/2026)
Exams
Current Firm
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,685 |
| AUM (Assets Under Management) | $ 2,440,851,802 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 12/11/2024 | ||
| 01/23/2024 | ||
| 02/21/2023 |
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.
