Kirk A. Kreikemeier
PEBBLE VALLEY WEALTH MANAGEMENT
Western Springs, IL 60558
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CRD#: 5461862
Professional summary
Kirk A. Kreikemeier, CFP® is a registered financial advisor currently at PEBBLE VALLEY WEALTH MANAGEMENT located in Western Springs, Illinois.
Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kirk has worked at 1 firm .
Biography
See "Kirk's Blog" for planning topics and month-end market updates. Recent presentations to local library and high school adult education are also available under Resources section of website.
In addition to the CFP and CFA, I am also a Fellow of the Society of Actuaries (FSA). This gives me a deep understanding of Social Security and insurance needs to help navigate your needs.
My wife and I are empty nesters but two children are still in college. This gives me first-hand experience with college planning!
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Estate Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Insurance Planning
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
Insurance Related Issues
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
250K
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 A. Kreikemeier'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: 2011
Experience
Current
January 28, 2008 - Present
PEBBLE VALLEY WEALTH MANAGEMENT
Office #1: 4365 Lawn Avenue, Suite 5, Western Springs, IL 60558RIA
CRD#: 145664
Western Springs, IL
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
Illinois(1/28/2008)
IAR
Nebraska(4/5/2017)
IAR
Texas(7/24/2018)
Exams
Current Firm
PEBBLE VALLEY WEALTH MANAGEMENT
PEBBLE VALLEY HOLDINGS, INC | PEBBLE VALLEY WEALTH MANAGEMENT
CRD#: 145664 / SEC#:
Illinois
Registered Investment Advisory firm - (1/28/2008 Approved)Nebraska
Registered Investment Advisory firm - (4/5/2017 Approved)Texas
Registered Investment Advisory firm - (7/19/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4365 Lawn Avenue, Suite 5, Western Springs, IL 60558
Mailing Address
Phone number
(708) 246-2366
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 407 |
| AUM (Assets Under Management) | $ 107,821,069 |
Red Flags
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