Cody R. Kirk

WILDRYE FINANCIAL

Bigfork, MT 59911

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CRD#: 6443766

Professional summary

Cody Robert Kirk, CFP® is a registered financial advisor currently at WILDRYE FINANCIAL located in Bigfork, Montana.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Cody has worked at 3 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 Cody Robert Kirk'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

November 9, 2021 - Present

WILDRYE FINANCIAL

Office #1: 836 Holt Drive Ste 310, Bigfork, MT 59911Office #2: 314 N. Last Chance Gulch, Suite 307, Helena, MT 59601

RIA

CRD#: 317148

Bigfork, MT

Past

July 10, 2019 - November 10, 2021

SOUTHPORT CAPITAL

RIA

CRD#: 113364

Big Fork, MT

Past

April 20, 2015 - July 11, 2019

D.A. DAVIDSON & CO.

RIA

CRD#: 199

HELENA, MT

Past

March 28, 2015 - July 8, 2019

D.A. DAVIDSON & CO.

CRD#: 199

HELENA, MT

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

Montana
(11/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/16/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/28/2015

General Securities Representative Examination

Current Firm

WILDRYE FINANCIAL

WEALTHNEST FINANCIAL LLC | WILDRYE FINANCIAL

CRD#: 317148 / SEC#:

Montana

Registered Investment Advisory firm - (11/3/2021 Approved)

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Contact information

Main Address

836 Holt Drive Ste 310, Bigfork, MT 59911

Mailing Address

Phone number

(406) 207-5610

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 79,479,163

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Cody R. Kirk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Robert Kirk's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILDRYE FINANCIAL

SOUTHPORT CAPITAL

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/16/2015

SIE

Date: 10/1/2018

Series 7

Date: 3/28/2015

Current Firm

WILDRYE FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WILDRYE FINANCIAL

TRUST BUT VERIFY

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