KP
Kevin A. Pira
PIRA WEALTH MANAGEMENT
Coralville, IA
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CRD#: 7317639
KP
Professional summary
Kevin Allen Pira is a registered financial advisor currently at PIRA WEALTH MANAGEMENT located in Coralville, Iowa.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kevin has worked at 1 firm and has passed the Series 65 and SIE 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.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Allen Pira'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
January 8, 2021 - Present
PIRA WEALTH MANAGEMENT
RIA
CRD#: 311967
Coralville, IA
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
Iowa(1/8/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
PW
PIRA WEALTH MANAGEMENT
PIRA WEALTH | PIRA WEALTH MANAGEMENT LLC | PIRA WEALTH MANAGEMENT
CRD#: 311967 / SEC#:
Iowa
Registered Investment Advisory firm - (12/11/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
250 12th Ave Ste 150, Coralville, IA 52241
Mailing Address
Phone number
(319) 382-6486
Established
Firm type
Fiscal year end
# of Employees
0
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 2,330,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
