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RIA / WealthAdvisorCertified Financial Planner29 years in industry

KIRK MICHAEL BLAISE

Advisor at CREOLE WEALTH SOLUTIONS, LLC

NEW ORLEANS, LA

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Search this name across graphsid dfx:ria:d4e1011d-41f8-1cf9-a3be-111b6091d817

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 26, 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: CREOLE WEALTH SOLUTIONS, 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: Jul 30, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 30, 1997
First registration: Nov 26, 2002
Dual registered: no
Other names: KIRK M BLAISE
IAPD individual key: 2717609

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
CREOLE WEALTH SOLUTIONS, LLC	State registered	Aug 9, 2022	n/a	yes	NEW ORLEANS, LA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 6, 2014	Sep 6, 2022	no	NEW ORLEANS, LA\|NEW ORLEANS, LA\|FORT MILL, SC	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 22, 2003	Jan 23, 2014	no	METAIRIE, LA\|METAIRIE, LA	Previous registration
QUICK & REILLY, INC.	n/a	Nov 26, 2002	Jul 10, 2003	no	NEW ORLEANS, LA	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
LPL FINANCIAL LLC	CREOLE WEALTH SOLUTIONS, LLC	Sep 6, 2022	Aug 9, 2022	-28	Firm change	RIA to state RIA
MSI FINANCIAL SERVICES, INC.	LPL FINANCIAL LLC	Jan 23, 2014	Feb 6, 2014	14	Firm change	Other
QUICK & REILLY, INC.	MSI FINANCIAL SERVICES, INC.	Jul 10, 2003	Jul 22, 2003	12	Firm change	Other

Relationships

Registered with (4)

→ CREOLE WEALTH SOLUTIONS, LLCRegistered adviserregistration: current employment
Aug 9, 2022 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 6, 2014 to Sep 6, 2022factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 22, 2003 to Jan 23, 2014factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Nov 26, 2002 to Jul 10, 2003factForm ADV

Dated events

Occurred
Sep 6, 2022
Advisor changed firm
Kirk Michael Blaise left Lpl Financial Llc for Creole Wealth Solutions, Llc (registered 2022-08-09)
Form ADVobserved 4 days ago