Unclaimed Profile

Thomas Michael Kirley

RSM US WEALTH MANAGEMENT LLC·MINNEAPOLIS, Minnesota

Clean recordRSM US WEALTH MANAGEMENT LLC

801 NICOLLET MALL, MINNEAPOLIS, MN 55402-2526CRD# 4394294Firm CRD# 111221

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Michael Kirley · MINNEAPOLIS, MN

Registration

CRD #4394294 · RSM US WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Michael Kirley is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with RSM US WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHOREO, LLC

AUM

$16.0B

Regulatory assets under management

Employees

225

Total firm employees

View all advisors at CHOREO, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4394294

Firm CRD# 111221

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Michael Kirley offer?

Thomas Michael Kirley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Thomas Michael Kirley's credentials?

Thomas Michael Kirley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Michael Kirley located?

Thomas Michael Kirley is based in MINNEAPOLIS, Minnesota, working with RSM US WEALTH MANAGEMENT LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Thomas Michael Kirley charge for services?

Thomas Michael Kirley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RSM US WEALTH MANAGEMENT LLC?

RSM US WEALTH MANAGEMENT LLC has approximately 225 employees and manages $16.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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