Kirk Chisholm

Wealth Manager and Principal, Innovative Advisory Group. Series 65.
Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand explanations of all financial options. Innovative Advisory Group (IAG) strives to change the wealth management profession through innovation. This innovation provides a wide variety of investment strategies using both traditional and alternative investments, and is built on a strong foundation of risk management and due diligence. The firm has a top-down value-oriented approach to investing, which integrates our investment experience with our extensive resources.
INFLUENCE
100+ TOTAL NUMBER OF CLIENTS
$35.5 Million ASSETS UNDER MANAGEMENT

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