Pebble Valley Wealth Management
A fee-only firm working in a fiduciary capacity for your financial plan and investments.. Financial planning and investing don’t have to be overwhelming or confusing. We provide a framework to help visualize the impact different choices have on your financial security. As a fee-only financial advisor working in a fiduciary capacity, our compensation comes directly from you. This allows you to focus on the solutions and alternatives presented knowing there is only one motive behind them - to serve your needs and objectives.
Pebble Valley Wealth Management is an independent Registered Investment Advisor in Illinois serving clients throughout the US. The Firm was founded in 2008 by Kirk A. Kreikemeier who serves as the owner and principal of the firm. Kirk established the business practices and methodologies used to assist clients. As an independent advisor, he has the flexibility to recommend any combination of products and assets without being confined to any one company's suite of products. Kirk has earned key professional designations across multiple disciplines, giving him broad and detailed knowledge of the products and practices involved in comprehensive financial planning and investment management. Certified Financial Planner (CFP®) - competency in all areas related to financial planning Chartered Financial Analyst (CFA) - economics and portfolio management Fellow of the Society of Actuaries (FSA) - insurance, pensions and Social Security When working with Pebble Valley Wealth Management, each client's assets will be held in the client's name at an independent, third party custodian - TD Ameritrade or Charles Schwab. These firms provide brokerage services at competitive rates and access to institutional class funds. Additional analytical tools are used for ongoing portfolio reporting, research, monitoring and comprehensive financial planning. Trust is very important when choosing an advisor. Visit Our Team and Our Philosophy pages for more information about Kirk's background, his experience and our Firm's approach to financial planning and investment management. We look forward to building that trust with you.
Address: 4365 Lawn Avenue, Suite 5 Western Springs, IL 60558, USA
Phone: +1 708 246 2366
FAX:
