Kirk Thode
Senior Portfolio Manager, Financial Advisor, CFP® with Morgan Stanley
- Role
- Financial Advisor, Cfp at Morgan Stanley
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Kirk Thode
Integrity - Accountability - Service - Knowledge Backed by a global powerhouse, we…
Experience
Financial Advisor, Cfp
Mar 2006 — Present
I focus on working with small service based businesses & business owners, facilitating two primary objectives.1.Develop financial plans and manage personal investment for business owners through asset accumulation, distribution (income planning), and transition (estate planning strategies).2.Develop appropriate retirement plan designs for small businesses, implement, manage assets, and provide employee implementation & education.Disclaimers: © 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: more information on the designation(s) listed, go to 13•••12
Education
Marquette University
Masters Science Applied Economics
2010 — 2011
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA)
2000 — 2005
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