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GK

Griffin M. Kirsch

GK WEALTH MANAGEMENT LLC
Reno, NV 89503
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Griffin Michael Kirsch's CRS (Customer Relationship Summary).
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®
None

Experience


Current

April 25, 2019 - Present

GK WEALTH MANAGEMENT LLC

Office #1: 98 Winter Street Reno, Reno, NV 89503
RIA
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
RR
IAR
Series 66
Date: 11/7/2014
Uniform Combined State Law Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GK WEALTH MANAGEMENT LLC ADV 2A 12.04.2025 (12/9/2025)

Regulatory assets under management


Total Number of Accounts1,690
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.

Company Information


GK WEALTH MANAGEMENT LLC

CRD#: 296847Reno, NV 89503

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