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KP

Kevin A. Pira

PIRA WEALTH MANAGEMENT
CORALVILLE, IA 52241
Some features on this profile are disabled
CRD#: 7317639
KP
Kevin Allen PiraPIRA WEALTH MANAGEMENT

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.

At a Glance

Always Fiduciary

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 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®
None

Experience

Current

January 6, 2026 - Present

PIRA WEALTH MANAGEMENT

Office #1: 250 12th Ave Ste 150, Coralville, IA 52241Office #3: 119 North Elm St, Cresco, IA 52136
RIA
CRD#: 311967
CORALVILLE, IA
Past

January 8, 2021 - December 31, 2025

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
(1/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/12/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/6/2020
Securities Industry Essentials Examination

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)
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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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts49
AUM (Assets Under Management)$ 3,500,000

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

PIRA WEALTH MANAGEMENT

CRD#: 311967Coralville, IA 52241

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