Wildrye Financial

Wildrye Financial (CRD# 317148) is a financial advisory firm headquartered in Bigfork, MT. They manage $69,711,077 in 306 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
836 Holt Drive, Ste 310, Bigfork, MT 59911
http://www.wildryefinancial.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $227,814
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT

Financial Advisors at Wildrye Financial
Showing 1 - 1 of 1 top financial advisors.
1
Cody Kirk, financial advisor Bigfork MT
Cody R. Kirk
CRD#: 6443766
836 Holt Drive, Ste 310, Bigfork, MT 59911

Cody Kirk (CRD# 6443766) is an Investment Advisor Representative working at Wildrye Financial in Bigfork, MT and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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