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
Michael Chester Kirk
Certified Financial Planner
Feed of 09/14/2026
Also filed as Michael Chester Kirk
At current firm
3 y
since Mar 18, 2023
In the industry
25 y
since Jul 11, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Annex Wealth Management, LLC independent RIA currentsince Mar 18, 2023 · Brookfield, Wi
- Sii Investments, Inc. formerDec 17, 2009 to Mar 9, 2012 · West Bend, Wi
- Next Financial Group, Inc. formerFeb 17, 2006 to Dec 15, 2009 · West Bend, Wi
- Waddell & Reed formerFeb 14, 2002 to Jan 31, 2003 · Brookfield, Wi
Moves
a registration end followed by a registration begin elsewhere
- Sii Investments, Inc. to Annex Wealth Management, LLCleft Mar 9, 2012, registered Mar 18, 2023 (4026 days) · Other
- Next Financial Group, Inc. to Sii Investments, Inc.left Dec 15, 2009, registered Dec 17, 2009 (2 days) · Other
- Waddell & Reed to Next Financial Group, Inc.left Jan 31, 2003, registered Feb 17, 2006 (1113 days) · Other
Signals
No dated event on this person.
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