Craig Kirsner (CRD# 2675082) is an Investment Advisor Representative working at AE Wealth Management, LLC in Coconut Creek, FL and has over 27 years of experience in the finance industry.
Our firm is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Kirsner Wealth Management are not affiliated companies.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 6480437
Equitable Advisors, LLC
CRD# 2693512
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kirsner Wealth Management | Coconut Creek, FL | Mar 2022 - Current | 2 |
| Stuart Estate Planning | Coconut Creek, FL | Jun 2017 - Current | 6 |
| Ae Wealth Management, LLC | Topeka, KS | Jun 2017 - Current | 6 |
| Stuart Estate Planning | Coconut Creek, FL | Jul 2007 - May 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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
- 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
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Our firm is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Kirsner Wealth Management are not affiliated companies.
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