Kirt Douglas Rezek
Financieel Directeur/CFO bij Professional Financial Management, Inc.
Profiel
Mr. Kirt D.
Rezek is a Partner & Director of Financial Planning at Professional Financial Management, Inc. He assists clients in documenting their personal, professional, and financial goals and objectives and then develops a personalized strategy to assist in achieving those goals and objectives.
He oversees the firm’s Financial Planning Committee.
He is also responsible for developing and maintaining the firm’s financial planning spreadsheets and ensuring that all clients receive the same quality of financial planning service.
He also serves as the Chief Compliance Officer and is responsible for developing and monitoring the firm's compliance program, ensuring that all activities of the firm meet regulatory requirements and acting as a liaison with legal and regulatory bodies on compliance-related issues.
Since 2000, he has dedicated his career to financial planning and assisting clients in achieving their financial goals.
Mr. Rezek was previously employed as a Financial Advisor by Raymond James Financial Services, Inc. and a Financial Advisor by Wealth Management LLC.
He graduated from the University of Wisconsin Oshkosh with a BBA in Finance in 1999.
He earned his CERTIFIED FINANCIAL PLANNER certification in 2006 and is a member of the National Association of Personal Financial Advisors.
Actieve functies van Kirt Douglas Rezek
Bedrijven | Functie | Begin |
---|---|---|
Professional Financial Management, Inc.
Professional Financial Management, Inc. Investment ManagersFinance Professional Financial Management, Inc. (PFM) is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Vander Linden in 2010. PFM provides investment advice to a wide variety of clients, such as individuals, entities, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Financieel Directeur/CFO | 01-07-2010 |
Eerdere bekende functies van Kirt Douglas Rezek
Bedrijven | Functie | Einde |
---|---|---|
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Corporate Officer/Principal | 01-07-2010 |
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Corporate Officer/Principal | 30-06-2009 |
Opleiding van Kirt Douglas Rezek
University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Finance |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Finance |
Professional Financial Management, Inc.
Professional Financial Management, Inc. Investment ManagersFinance Professional Financial Management, Inc. (PFM) is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Vander Linden in 2010. PFM provides investment advice to a wide variety of clients, such as individuals, entities, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Finance |