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RIA / WealthAdvisorCertified Financial Planner25 years in industry

ERIC EGAN KIRSTE

Advisor at SAVVY

Prospect Heights, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 13, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAVVY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 6, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Mar 6, 2001
First registration: Aug 13, 2002
Dual registered: no
Other names: ERIC EGON KIRSTE
IAPD individual key: 3245871

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Savvy	Independent wealth	Jul 5, 2022	n/a	yes	Prospect Heights, IL	Current employment
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Jun 7, 2018	Jan 11, 2022	no	Palatine, IL\|MILWAUKEE, WI\|LINCOLNSHIRE, IL	Previous registration
IRON FINANCIAL LLC	Independent wealth	May 4, 2011	Aug 10, 2016	no	NORTHBROOK, IL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2007	Mar 3, 2011	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Dec 16, 2005	May 29, 2007	no	CHICAGO, IL	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Aug 11, 2003	Dec 2, 2005	no	MISHAWAKA, IN	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Aug 13, 2002	Mar 19, 2003	no	NORTHBROOK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WIPFLI FINANCIAL ADVISORS, LLC	Savvy	Jan 11, 2022	Jul 5, 2022	175	Firm change	RIA to new firm
IRON FINANCIAL LLC	WIPFLI FINANCIAL ADVISORS, LLC	Aug 10, 2016	Jun 7, 2018	666	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	IRON FINANCIAL LLC	Mar 3, 2011	May 4, 2011	62	Firm change	Other
CITICORP INVESTMENT SERVICES	CITIGROUP GLOBAL MARKETS INC.	May 29, 2007	May 29, 2007	0	Bulk transfer	Other
NATCITY INVESTMENTS, INC.	CITICORP INVESTMENT SERVICES	Dec 2, 2005	Dec 16, 2005	14	Firm change	Other
EQUITABLE ADVISORS, LLC	NATCITY INVESTMENTS, INC.	Mar 19, 2003	Aug 11, 2003	145	Firm change	Other

Relationships

Registered with (7)

→ SAVVYRegistered adviserregistration: current employment
Jul 5, 2022 to presentfactForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 7, 2018 to Jan 11, 2022factForm ADV
→ IRON FINANCIAL LLCRegistered adviserregistration: previous registration
May 4, 2011 to Aug 10, 2016factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2007 to Mar 3, 2011factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Dec 16, 2005 to May 29, 2007factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 11, 2003 to Dec 2, 2005factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 13, 2002 to Mar 19, 2003factForm ADV

Dated events

Occurred
Jan 11, 2022
Advisor changed firm
Eric Egan Kirste left Wipfli Financial Advisors, Llc for Savvy (registered 2022-07-05)
Form ADVobserved 6 days ago