Kirk Thode Email & Phone Number
Founder and Wealth Advisor @ Aceris Wealth
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Kirk Thode Location
- Milwaukee, WI, US
Kirk Thode Work
- 2026 -now Founder and Wealth Advisor @
- 2006 -2026 Financial Advisor, CFP® @
- 2005 -2006 Mutual fund Specialist @ US Bancorp
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.
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Kirk Thode
Founder and Wealth Advisor
Milwaukee, WI, US
Top Aceris Wealth Employees
Kirk Thode
Founder and Wealth Advisor
Milwaukee, WI, US
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