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Kirk Lynn Rimer

CH INVESTMENT PARTNERS, LLC·DALLAS, Texas
Series 3, Series 7, Series 9, Series 10, Series 63, Series 65Clean record15 years registeredCH INVESTMENT PARTNERS, LLC
3953 MAPLE AVENUE, DALLAS, TX 75219CRD# 2050532Firm CRD# 301481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kirk Lynn Rimer · DALLAS, TX
Registration
CRD #2050532 · CH INVESTMENT PARTNERS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: CH INVESTMENT PARTNERS, LLC
Jun 2011Nov 2019
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · June 16, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CH INVESTMENT PARTNERS, LLC
CRD 301481 · SEC 801-117353
AUM
$5.1B
Regulatory assets under management
Employees
39
1,146 client accounts
Services offered by CH INVESTMENT PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Kirk Lynn Rimer offer?
Kirk Lynn Rimer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.
What are Kirk Lynn Rimer's credentials?
Kirk Lynn Rimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kirk Lynn Rimer located?
Kirk Lynn Rimer is based in DALLAS, Texas, last registered with CH INVESTMENT PARTNERS, LLC.
How does Kirk Lynn Rimer charge for services?
Kirk Lynn Rimer's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CH INVESTMENT PARTNERS, LLC?
CH INVESTMENT PARTNERS, LLC has approximately 39 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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