HK
Hannah C. Kirk
MCADAM LLC
Perrysburg, OH
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CRD#: 7796930
HK
Professional summary
Hannah Catherine Kirk, who also goes by Hannah Kirk, is a registered financial advisor currently at MCADAM LLC located in Perrysburg, Ohio and MADISON AVENUE SECURITIES, LLC located in Philadelphia, Pennsylvania.
Hannah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Hannah has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hannah Kirk
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.) McAdam LLC; Investment Related: Yes; Address: 150 N Radnor Chester Rd Suite F-200 Radnor, PA 19087; Nature of the Business: IAR providing financial planning and investment advisory advice to clients; Position: Investment Advisor Representative; Hours Per Week: 40 Hours; Start Date: 2/2025 2.) McAdam Financial; Investment Related: Yes; Address: 150 N Radnor Chester Rd Suite F-200 Radnor, PA 19087; Nature of the Business: Finding Opportunities in our existing book of business and presenting them to the advisor to then present to the client; Hours Per Week: 40 Hours Insurance License - Ohio - Accident & Health, Life, Variable
CRS (Client Relationship Summary) - RIA
Click below to view Hannah Catherine 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®
NoneExperience
Current
May 22, 2025 - Present
MCADAM LLC
RIA
CRD#: 170914
Perrysburg, OH
Current
March 17, 2025 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 123 S Broad Street Suite 1500, Philadelphia, PA 19109RIA
BD
CRD#: 23224
Philadelphia, PA
Past
December 4, 2023 - February 12, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
PERRYSBURG, OH
Past
October 20, 2023 - February 12, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
PERRYSBURG, OH
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".
ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | FINANCIAL PLANNERS GROUP | CORNERSTONE CAPITAL PLANNING GROUP | CAUDLE MEARES WEALTH MANAGEMENT | BIRCH FINANCIAL PARTNERS
CRD#: 170914 / SEC#: 801-79583
RIA
Registered Investment Advisory firm - (4/10/2014 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Ohio(3/17/2025)
IAR
Ohio(5/22/2025)
RR
Pennsylvania(3/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/19/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | FINANCIAL PLANNERS GROUP | CORNERSTONE CAPITAL PLANNING GROUP | CAUDLE MEARES WEALTH MANAGEMENT | BIRCH FINANCIAL PARTNERS
CRD#: 170914 / SEC#: 801-79583
RIA
Registered Investment Advisory firm - (4/10/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087
Mailing Address
Phone number
(888) 614-5323
Established
Firm type
Fiscal year end
# of Employees
152
SEC notice filing (46 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 10,346 |
| AUM (Assets Under Management) | $ 2,294,363,822 |
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.
