Pebble Valley Wealth Management is an independent Registered Investment Advisor in Illinois. As principal of the firm, Kirk Kreikemeier established the business practices and methodologies used to assist his clients. Kirk is also the representative of the firm and will provide financial advice and ongoing management of his clients' portfolios. He is a CFP(R) professional, CFA Charterholder and a Fellow of the Society of Actuaries. As an independent advisor, Kirk has the flexibility to recommend any combination of products, assets and services without being confined to or motivated to focus on any one company's suite of products or services. Being independent does not limit Kirk's marketplace resources or the client's security in the custody of assets. Each client's assets will be held in the client's name at an independent, third party custodian - TD Ameritrade and/or Interactive Brokers, who also provide brokerage services at competitive rates and sophisticated market tools. The Morningstar Office tool will be used to provide ongoing portfolio reporting, pricing, research and monitoring of the portfolio relative to each client's goals. ADV Part 2 - Firm Brochure |
