Kirk Schlenke (CRD# 1477416) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifg Advisory, LLC | Atlanta, GA | Jan 2019 - Current | 5 |
| Lpl Financial, LLC | Atlanta, GA | Jan 2019 - Current | 5 |
| Equity Services, Inc. | Montpelier, VT | Dec 2017 - Nov 2018 | < 1 |
| National Financial Services Group | Atlanta, GA | Sep 2017 - Nov 2018 | 1 |
| Home Depot | Sandy Springs, GA | Mar 2014 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- GA
-
Total Assets Under Management3,252MILLIONS
-
Total Number of Accounts12,190ACCOUNTS
-
Average Account Value$266,808
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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