Jim Kirk Email & Phone Number
Senior Manager, Wealth Consulting Service @ Financial Services Company
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Jim Kirk Location
- Saint Paul, MN, US
Jim Kirk Work
- 2025 -now Senior Vice President, Financial Advisor @
- now Senior Vice President, Private Wealth Advisor - U.S. Bank Private Wealth Management @
- now Senior Manager, Wealth Consulting Service @
- now CERTIFIED FINANCIAL PLANNERâ„¢ Professional @
- now Vice President, Regional Wealth Advisory Consultant @
- now Financial Advisor @ Morgan Stanley Smith Barney & Merrill Lynch
- now Vice President, Regional Wealth Management Specialist @
- now Financial Planning Specialist @
- now Communications Associate @
Jim Kirk Education
- University of Saint Thomas
BA (Journalism, Business)
- Boston University
(Certificate in Financial Planning)
Jim Kirk Skills
- Strategic Financial Planning
- Financial Advisory
- Retirement Planning
- Estate Planning
- Asset Management
- Comprehensive Wealth Management
- Financial Planning
- Wealth Transfer
- Finance
- Wealth Management
- Investments
- Leadership
- Management
- Public Speaking
Jim Kirk Summary
- Jim Kirk, based in Saint Paul, MN, US, is currently a Senior Manager, Wealth Consulting Service at Ameriprise Financial Services, Inc.. Jim Kirk brings experience from previous roles at RBC Wealth Management, U.S. Bank and Morgan Stanley Wealth Management. Jim Kirk holds a BA in Journalism, Business @ University of Saint Thomas. With a robust skill set that includes Strategic Financial Planning, Financial Advisory, Retirement Planning, Estate Planning, Asset Management and more. Jim Kirk has 3 emails and 2 mobile phone numbers on RocketReach.
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