AK
Aaron L. Kirchoff
ATLANTA, GA 30309
Some features on this profile are disabled
CRD#: 5724934
AK
Professional summary
Aaron Lawrence Kirchoff was a registered financial advisor .
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Aaron had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
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.
UNEST HOLDINGS, INC; INVESTMENT RELATED; 5161 LANKERSHIM BLVD, STE 250, N. HOLLYWOOD, CO, 91601; UNEST HOLDINGS, INC IS A FINTECH COMPAY THAT OFFERS TAX-ADVANTAGED SAVINGS ACCOUNTS (UTMAS) THROUGH ITS MODEL PORTFOLIO PROGRAM; I SERVE AS THE CIO; START WAS JAN, 2025; I DEVOTE LESS THAN 40 HOURS PER MONTH TO THIS BUSINESS; I DEVOTE LESS THAN 5 HOURS PER MONTH TO THIS BUSINESS DURING TRADING HOURS; IN MY CAPACITY AS CIO AND PART OF THE INVESTMENT WORKING GROUP, I HELP OVERSEA THE MODEL PORTFOLIO PROGRAM.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 10, 2025 - Present
Office #1: 1180 W Peachtree Street Nw Suite 1910, Atlanta, GA 30309
ATLANTA, GA
Past
November 5, 2010 - November 29, 2011
AK INVESTMENT CONSULTING
RIA
CRD#: 151560
COLORADO SPRINGS, CO
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
Georgia(9/10/2025)
Current firm
No current employment
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
