KW
Kirk S. Weldy
CHILDS INVESTMENT GROUP,
Archbold, OH 43502
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CRD#: 5668094
KW
Professional summary
Kirk Samuel Weldy, AIF®, who also goes by Kirk Weldy, is a registered financial advisor currently at CHILDS INVESTMENT GROUP, INC located in Archbold, Ohio and 724 CAPITAL, LLC located in Archbold, Ohio.
Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Kirk has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kirk Weldy
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.
(1) ARCHBOLD ROTARY CLUB POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2011 ADDRESS: 22799 State Route 2, Archbold OH 43502, United States DESCRIPTION: Member of the board of directors for Archbold Rotary Club. (2) CHILDS INVESTMENT GROUP, INC. POSITION: Independent Contractor NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2020 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: IAR OF CHILDS INVESTMENT GROUP, INC. A REGISTERED RIA PROVIDING ADVISORY SERVICES. (3) CIG FINANCIAL SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/29/2020 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: IAR/Rep of CIG Financial Services, used for marketing purposes. (4) JUNIOR VARSITY HEAD COACH POSITION: Head JV Baseball Coach NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 04/15/2022 ADDRESS: 600 Lafayette Street, Archbold OH 43502, United States DESCRIPTION: I will be coaching for my Local High School Head Junior Varsity Baseball Couch - $3900 annually. (5) 724 CAPITAL, LLC POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 FILE DATE: 02/15/2022 START DATE: 04/01/2022 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: Outside RIA (6) FULTON COUNTY HEALTH CENTER BOARD POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2023 ADDRESS: 725 South Shoop Avenue, Wauseon OH 43567, United States DESCRIPTION: Board Member.
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Samuel Weldy'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®
Experience
Current
June 19, 2020 - Present
CHILDS INVESTMENT GROUP, INC
Office #1: 219 N Defiance St P O Box 300, Archbold, OH 43502RIA
CRD#: 120123
Archbold, OH
Current
February 16, 2022 - Present
724 CAPITAL, LLC
Office #1: 219 N. Defiance St, Archbold, OH 43502RIA
CRD#: 318170
Archbold, OH
Current
April 30, 2020 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 219 N. Defiance Street, Archbold, OH 43502RIA
BD
CRD#: 7717
Archbold, OH
Past
April 27, 2020 - April 8, 2022
F3LOGIC, LLC
RIA
CRD#: 289863
BURNSVILLE, MN
Past
April 26, 2010 - May 15, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
TOLEDO, OH
Past
April 23, 2010 - May 15, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
TOLEDO, OH
Past
July 20, 2009 - April 19, 2010
EDWARD JONES
RIA
CRD#: 250
ARCHBOLD, OH
Past
July 2, 2009 - April 19, 2010
EDWARD JONES
BD
CRD#: 250
ARCHBOLD, OH
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".
7C
724 CAPITAL, LLC
724 CAPITAL, LLC | MINISTRY PARTNERS ADVISORY | KCT FINANCIAL | CIG FINANCIAL SERVICES | 724 STEWARDSHIP CONSULTING
CRD#: 318170 / SEC#: 801-123098
RIA
Registered Investment Advisory firm - (1/21/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(12/16/2024)
RR
Indiana(4/30/2020)
RR
Michigan(4/30/2020)
RR
New York(4/30/2020)
RR
Ohio(4/30/2020)
IAR
Ohio(6/19/2020)
RR
Pennsylvania(4/30/2020)
IAR
Texas(2/24/2022)
RR
Texas(12/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
7C
724 CAPITAL, LLC
724 CAPITAL, LLC | MINISTRY PARTNERS ADVISORY | KCT FINANCIAL | CIG FINANCIAL SERVICES | 724 STEWARDSHIP CONSULTING
CRD#: 318170 / SEC#: 801-123098
RIA
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Contact information
Main Address
Lansing, MI
Mailing Address
Phone number
(517) 256-4319
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,818 |
| AUM (Assets Under Management) | $ 225,885,389 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
724 CAPITAL, LLC
CRD#: 318170Archbold, OH 43502TRUST BUT VERIFY
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