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Kirk Brian Stovesand

PLATFORM WEALTH MANAGEMENT, LLC·HOLLADAY, Utah
Unclaimed Profile
6510 S. MILLROCK DR, HOLLADAY, UT 84121CRD# 4249778Firm CRD# 329313
01

About

Kirk Brian Stovesand is a registered financial advisor based in HOLLADAY, Utah, affiliated with PLATFORM WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PLATFORM WEALTH MANAGEMENT, LLC
PLATFORM WEALTH ADVISORS
AUM
$295M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PLATFORM WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4249778
Firm CRD# 329313
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kirk Brian Stovesand offer?
Kirk Brian Stovesand specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLADAY, Utah for a consultation.
What are Kirk Brian Stovesand's credentials?
Kirk Brian Stovesand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kirk Brian Stovesand located?
Kirk Brian Stovesand is based in HOLLADAY, Utah, working with PLATFORM WEALTH MANAGEMENT, LLC. Their office serves clients in the HOLLADAY metropolitan area and surrounding communities.
How does Kirk Brian Stovesand charge for services?
Kirk Brian Stovesand's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLATFORM WEALTH MANAGEMENT, LLC?
PLATFORM WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOLLADAY
Richard Lee Wagner — VALUED WEALTH ADVISORS, LLCRobert Kent Shattuck — ATHOS PRIVATE WEALTH LLCDavid Holt Smart — FIRST WESTERN ADVISORSParker Jenkins Wagner — VALUED WEALTH ADVISORS, LLCSusan Child Lunt — LUNT CAPITAL MANAGEMENT INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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