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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)23 years in industry

KIRK MITCHELL BALIN

Advisor at LPL FINANCIAL LLC

BELLEVUE, WA | SEATTLE, WA

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Search this name across graphsid dfx:ria:fe63fead-6595-9536-2c31-777b56fd90dc

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jan 27, 2004 to Sep 19, 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 19, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S66
First exam: Dec 19, 2002
First registration: Jan 27, 2004
Dual registered: yes, broker-dealer
Other names: KIRK M BALIN
IAPD individual key: 4590715

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
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 6, 2026	n/a	yes	BELLEVUE, WA\|SEATTLE, WA	Current employment
GATEWAY WEALTH PARTNERS, LLC	Independent wealth	Sep 8, 2025	Feb 6, 2026	no	Bellevue, WA\|APPLETON, WI\|Seattle, WA	Previous registration
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS	Former SEC adviser	Dec 11, 2013	Sep 11, 2025	no	SEATTLE, WA\|Bellevue, WA	Previous registration
HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC	Former SEC adviser	Oct 6, 2009	Dec 9, 2013	no	BELLEVUE, WA\|SEATTLE, WA	Previous registration
HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS	n/a	May 26, 2005	Oct 6, 2009	no	BELLEVUE, WA	Previous registration
Collier	n/a	Jan 27, 2004	Nov 29, 2005	no	BOTHELL, WA	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
GATEWAY WEALTH PARTNERS, LLC	LPL FINANCIAL LLC	Feb 6, 2026	Feb 6, 2026	0	Firm change	RIA to ibd
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS	GATEWAY WEALTH PARTNERS, LLC	Sep 11, 2025	Sep 8, 2025	-3	Firm change	RIA to RIA
HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS	Dec 9, 2013	Dec 11, 2013	2	Firm change	Other
HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS	HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC	Oct 6, 2009	Oct 6, 2009	0	Firm change	Other
Collier	HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS	Nov 29, 2005	May 26, 2005	-187	Firm change after gap	Other

Relationships

Registered with (6)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Feb 6, 2026 to presentfactForm ADV
→ GATEWAY WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 8, 2025 to Feb 6, 2026factForm ADV
→ HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTSRegistered adviserregistration: previous registration
Dec 11, 2013 to Sep 11, 2025factForm ADV
→ HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 6, 2009 to Dec 9, 2013factForm ADV
→ HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTSRegistered adviserregistration: previous registration
May 26, 2005 to Oct 6, 2009factForm ADV
→ COLLIERRegistered adviserregistration: previous registration
Jan 27, 2004 to Nov 29, 2005factForm ADV

Dated events

Occurred
Feb 6, 2026
Advisor changed firm
Kirk Mitchell Balin left Gateway Wealth Partners, Llc for Lpl Financial Llc (registered 2026-02-06)
Form ADVobserved 5 days ago
Occurred
Sep 11, 2025
Advisor changed firm
Kirk Mitchell Balin left Householder Group Estate & Retirement Specialists for Gateway Wealth Partners, Llc (registered 2025-09-08)
Form ADVobserved 5 days ago