DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant26 years in industry

KIRBY REED KLEINSMITH

Advisor at KLEINSMITH RESOURCE MANAGEMENT, LLC

BEND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae6c3cfc-287a-248c-8477-caccd549023d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2003 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: KLEINSMITH RESOURCE MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Apr 4, 2000
First registration: Feb 28, 2003
Dual registered: no
IAPD individual key: 4131458

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
KLEINSMITH RESOURCE MANAGEMENT, LLC	State registered	Jul 10, 2012	n/a	yes	BEND, OR	Current employment
VALENTINE VENTURES, LLC	Former SEC adviser	Jul 10, 2006	Oct 13, 2009	no	BEND, OR	Previous registration
IRWIN INVESTMENTS, LLC	n/a	Jan 3, 2006	Jul 10, 2006	no	BEND, OR	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, INC.	n/a	Dec 10, 2003	Dec 31, 2005	no	BEND, OR	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 28, 2003	Sep 22, 2003	no	BEND, OR	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
VALENTINE VENTURES, LLC	KLEINSMITH RESOURCE MANAGEMENT, LLC	Oct 13, 2009	Jul 10, 2012	1,001	Firm change after gap	Other
IRWIN INVESTMENTS, LLC	VALENTINE VENTURES, LLC	Jul 10, 2006	Jul 10, 2006	0	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, INC.	IRWIN INVESTMENTS, LLC	Dec 31, 2005	Jan 3, 2006	3	Firm change	Other
MSI FINANCIAL SERVICES, INC.	TRANSAMERICA FINANCIAL ADVISORS, INC.	Sep 22, 2003	Dec 10, 2003	79	Firm change	Other

Relationships

Registered with (5)

→ KLEINSMITH RESOURCE MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 10, 2012 to presentfactForm ADV
→ VALENTINE VENTURES, LLCRegistered adviserregistration: previous registration
Jul 10, 2006 to Oct 13, 2009factForm ADV
→ IRWIN INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jan 3, 2006 to Jul 10, 2006factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 10, 2003 to Dec 31, 2005factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 28, 2003 to Sep 22, 2003factForm ADV

Dated events

No dated event names this entity yet.