Kirk Thode Email & Phone Number
Founder and Wealth Advisor @ Aceris Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Kirk Thode Location
- Milwaukee, WI, US
Kirk Thode Work
- Founder and Wealth Advisor @ (June 2026 - Present)
- Financial Advisor, CFP® @ (March 2006 - June 2026)
- Mutual fund Specialist @ US Bancorp (May 2005 - March 2006)
Kirk Thode Education
- Marquette University
(Association for Corportate Growth (ACG Cup))
2010-2011 - University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA) (Finance - Marketing)
2000-2005
Kirk Thode Skills
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Small Business
- Investments
- Asset Management
- Employee Benefits
- Finance
- Retirement
- 401k
- Financial Analysis
- Insurance
- Asset Managment
- Retirement Planning
- Wealth Management
- Dentistry
- Succession Planning
Kirk Thode Summary
- Kirk Thode, based in Milwaukee, WI, US, is currently a Founder and Wealth Advisor at Aceris Wealth. Kirk Thode brings experience from previous roles at Morgan Stanley and US Bancorp. Kirk Thode holds a 2010 - 2011 Marquette University. With a robust skill set that includes Estate Planning, Portfolio Management, Strategic Financial Planning, Small Business, Investments and more. Kirk Thode has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Kirk Thode?
Find contact details for 700 million professionals.
Others Named Kirk Thode
Kirk Thode
Founder and Wealth Advisor
Milwaukee, WI, US
Top Aceris Wealth Employees
Nick Gomez
Founding Partner and Wealth Advisor
Milwaukee, WI, US
Kirk Thode
Founder and Wealth Advisor
Milwaukee, WI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co