Kirk Blaise (CRD# 2717609) is an Investment Advisor Representative working at Creole Wealth Solutions, LLC in New Orleans, LA and has over 26 years of experience in the finance industry. Kirk Blaise has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Creole Wealth Solutions LLC | New Orleans, LA | Aug 2022 - Current | 1 |
Creole Health Solutions LLC | New Orleans, LA | Jun 2018 - Current | 5 |
Blaise & Associates, LLC | New Orleans, LA | May 2016 - Current | 8 |
Lpl Financial LLC | New Orleans, LA | Feb 2014 - Aug 2022 | 8 |
Lpl Financial LLC | New Orleans, LA | Jan 2014 - Aug 2022 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1997 |
S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
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- LA
- TX
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Total Assets Under Management17MILLIONS
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Total Number of Accounts49ACCOUNTS
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Average Account Value$348,571
- 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
- Educational seminars/workshops
LA, TX
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