Keith Kirk

An Ameriprise Platinum Financial Services® Practice
Keith Kirk
CFP®, CRPC®
Senior Financial Advisor

(901) 312-5085
9037 Poplar Ave
Ste 102
Germantown, TN 38138


keith.d.kirk@ampf.com

Contact Information


(901) 312-5085
9037 Poplar Ave
Ste 102
Germantown, TN 38138

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KIRK AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/keith.d.kirk

My Philosophy

I've been helping people reach their goals for 18 years.

At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I listen to your financial concerns and take the time to understand what means most to you and your family. Whether that is saving for your children’s education, taking care of loved ones, saving for that second home, giving back to the community, traveling the world or starting a new business, we’ll talk about your dreams and goals. In fact, this information will form the foundation of your personalized financial plan.  Listening is the key to allowing me to align your goals with a plan of action that can be adjusted over time as your needs change.

Interests

  • I enjoy traveling with my wife and kids.
  • I've been studying martial arts for the past 37 years.
  • I attend Hope Presbyterian Church.

Community Participation

My family and I have been involved in serving the meek in our community at Wesley Towers in Memphis. These are the elderly and the discarded of our community. We help with food, transportation and encouragement.


License information

I am licensed and registered to conduct business in TN.

Based on licenses and registrations I hold, I may also conduct certain business in AR, FL, LA, MO, MS, NE, TX

AR Insurance #29290

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

AREAS OF FOCUS
  • Investment Advice
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

See our story
My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.