DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Eric Egan Kirste
Certified Financial Planner
Feed of 09/14/2026
Also filed as Eric Egon Kirste
At current firm
4 y
since Jul 5, 2022
In the industry
25 y
since Mar 6, 2001 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Savvy independent RIA currentsince Jul 5, 2022 · Prospect Heights, Il
- Wipfli Financial Advisors, LLC formerJun 7, 2018 to Jan 11, 2022 · Palatine, Il
- Iron Financial LLC independent RIAMay 4, 2011 to Aug 10, 2016 · Northbrook, Il
- Citigroup Global Markets Inc. BD affiliatedMay 29, 2007 to Mar 3, 2011 · Chicago, Il
- Citicorp Investment Services unclassifiedDec 16, 2005 to May 29, 2007 · Chicago, Il
- Natcity Investments, Inc. unclassifiedAug 11, 2003 to Dec 2, 2005 · Mishawaka, In
- Equitable Advisors, LLC national BDAug 13, 2002 to Mar 19, 2003 · Northbrook, Il
Moves
a registration end followed by a registration begin elsewhere
- Wipfli Financial Advisors, LLC to Savvyleft Jan 11, 2022, registered Jul 5, 2022 (175 days) · RIA to a newly registered adviser
- Iron Financial LLC to Wipfli Financial Advisors, LLCleft Aug 10, 2016, registered Jun 7, 2018 (666 days) · Other
- Citigroup Global Markets Inc. to Iron Financial LLCleft Mar 3, 2011, registered May 4, 2011 (62 days) · Other
- Citicorp Investment Services to Citigroup Global Markets Inc.left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move
- Natcity Investments, Inc. to Citicorp Investment Servicesleft Dec 2, 2005, registered Dec 16, 2005 (14 days) · Other
- Equitable Advisors, LLC to Natcity Investments, Inc.left Mar 19, 2003, registered Aug 11, 2003 (145 days) · Other
Signals
- Eric Egan Kirste left Wipfli Financial Advisors, Llc for Savvy (registered 2022-07-05)Jan 11, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address