Kirk Futrell, financial advisor Chesterton IN

Kirk Futrell

CRD Number: 2550569
Current Firm: Captrust

Kirk Futrell (CRD# 2550569) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Capfinancial Partners Llc (captrust) Raleigh, NC May 2020 - Current 3
Capfinancial Securities LLC Raleigh, NC May 2020 - Current 3
Lakeside Wealth Management Group, LLC Chesterton, IN Mar 2014 - May 2020 6
First Allied Securities, Inc. Chesterton, IN Dec 2013 - May 2020 6
Lakeside Wealth Management Chesterton, IN Dec 2013 - May 2020 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Kirk L. Futrell
Phone Number: 919-870-6822
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    714,588
    MILLIONS
  • Total Number of Accounts
    76,254
    ACCOUNTS
  • Average Account Value
    $9,371,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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