GK
Griffin M. Kirsch
GK WEALTH MANAGEMENT LLC
Reno, NV 89503
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CRD#: 6388640
GK
Professional summary
Griffin Michael Kirsch is a registered financial advisor currently at GK WEALTH MANAGEMENT LLC located in Reno, Nevada.
Griffin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Griffin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
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.
(1) GRIFFIN M KIRSCH LLC; NOT INVESTMENT RELATED; 1 EAST LIBERTY STREET, SUITE 505, RENO, NV 89501; LLC FOR BUSINESS EXPENSES; OFFERING FIXED LIFE AND ANNUITIES; MANAGING MEMBER; STARTED 5/31/2017; APX 0 HOURS/MONTH, 0 DURING TRADING; LLC TO KEEP PERSONAL FROM BUSINESS (2) PRESENT; BNI; MEMBER OF BUSINESS NETWORKING GROUP. NON INVESTMENT RELATED NO INCOME; Started 01/05/2016 (3) GK Holding Group LLC; Investment related: Yes; Location: 98 Winter Street Reno, NV 89503; Description: This "business" is simply a holding company, which holds(1)GRIFFIN ownership of address: 98 Winter Street Reno, NV 89503 ; Position Title: Owner; Duties: N/A; Start date: 2020-02-25; Hours during trading hours: 0; Hours outside trading hours: 0; (4) Griffin M. Kirsch LLC D.B.A. GK Insurance Group; Investment related: No; Location: 98 Winter Street Reno, NV 89503 ; Description: Insurance - Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance. Representing individuals and small businesses. Independent with access to all insurance companies; Position Title: Owner; Duties: Guiding clients (individuals and small businesses) through the process of putting into place life insurance, disability insurance, long term care insurance and/or health insurance.; Start date: 2017-05-15; Hours during trading hours: 0; Hours outside trading hours: 2. (5) PRIVATE PLACEMENT INTO RMP 18 LLC; INVESTOR; INVESTMENT RELATED: YES; LOCATION: 522 & 533 ROBERTS ST. RENO, NV 89502; DESCRIPTION: DEVELOPMENT OF CONDO/APARTMENT PROJECT IN RENO, NV; RESPONSIBILITIES: PASSIVE INVESTOR; STARDATE: 2021-11-22; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1; 6) Trustee of trust that owns the LLC; GLAM Holdings LLC; Investment Related: YES; 4160 Hackamore Dr. Reno, NV 89519; Description of the business: Series LLC for rental properties and rental income - each property owned in separate series LLC.; Responsibilities Duties: Management of rental properties; Start date with business: 2021-12-06; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1.5. 7) GLAM PROPERTIES LLC; OWNER; INVESTMENT RELATED: YES; 98 WINTER STREET RENO, NV 89503 ; THIS BUSINESS IS A "SERIES LLC" THAT WILL SET UP UNDERNEATH THE "PARENT" LLC SUBSIDIARY "CHILD" LLCS.; ADMINISTRATION TASKS; 2021-12-06; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: .5; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 2;
CRS (Client Relationship Summary) - RIA
Click below to view Griffin Michael Kirsch'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®
NoneExperience
Current
April 25, 2019 - Present
GK WEALTH MANAGEMENT LLC
Office #1: 98 Winter Street Reno, Reno, NV 89503RIA
CRD#: 296847
Reno, NV
Past
April 18, 2017 - September 19, 2017
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
RENO, NV
Past
March 21, 2017 - September 20, 2017
TRIUMPH CAPITAL MANAGEMENT
RIA
CRD#: 282814
Reno, NV
Past
November 10, 2014 - January 17, 2017
EDWARD JONES
RIA
CRD#: 250
RENO, NV
Past
October 20, 2014 - January 17, 2017
EDWARD JONES
BD
CRD#: 250
RENO, NV
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".
GW
GK WEALTH MANAGEMENT LLC
GK WEALTH MANAGEMENT | GK WEALTH MANAGEMENT LLC
CRD#: 296847 / SEC#: 801-127973
RIA
Registered Investment Advisory firm - (5/15/2023 Approved)California
Registered Investment Advisory firm - (6/23/2023 Terminated)Nevada
Registered Investment Advisory firm - (6/29/2023 Terminated)Texas
Registered Investment Advisory firm - (5/24/2023 Terminated)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
Arizona(1/31/2024)
IAR
California(7/15/2021)
IAR
Colorado(1/17/2024)
IAR
Florida(3/7/2024)
IAR
Nevada(4/25/2019)
IAR
Oregon(12/13/2023)
IAR
Texas(3/22/2022)
IAR
Washington(12/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GK WEALTH MANAGEMENT LLC
GK WEALTH MANAGEMENT | GK WEALTH MANAGEMENT LLC
CRD#: 296847 / SEC#: 801-127973
RIA
Registered Investment Advisory firm - (5/15/2023 Approved)California
Registered Investment Advisory firm - (6/23/2023 Terminated)Nevada
Registered Investment Advisory firm - (6/29/2023 Terminated)Texas
Registered Investment Advisory firm - (5/24/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
98 Winter Street Reno, Reno, NV 89503
Mailing Address
Phone number
(775) 354-6622
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,690 |
| AUM (Assets Under Management) | $ 192,210,518 |
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.
