Advisor at Rocky Mountain Financial Solutions Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rocky Mountain Financial Solutions Inc.
Location
Erie, CO
Credentials
ChFC®, Series 63
Industry experience
9 years
James Kirk is a ChFC® credentialed financial advisor with nine years of industry experience. He is the sole advisor at Rocky Mountain Financial Solutions Inc. in Erie, CO, where he has worked since 2018, following prior roles at IFC and Marketforce Information. Kirk is also a licensed insurance agent involved in selling insurance products. Rocky Mountain Financial Solutions Inc. provides discretionary and non-discretionary asset management and financial consultation to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plans. The firm emphasizes long-term investment strategies using individual stocks and ETFs, supplemented by tactical solutions and covered-call option strategies, and offers ERISA 3(38) fiduciary plan management alongside limited insurance product sales.
Based on Rocky Mountain Financial Solutions Inc.
Based on Rocky Mountain Financial Solutions Inc.
Up to $5,000 flat fee for financial consultation services (negotiable)
Up to 1.20% annually (negotiable)
Up to $250 per hour for financial consultation services (negotiable)
Erie, CO
Colorado
Kirk, James, Michael DBA Rocky Mountain Financial Solutions
2020 - Present (6 years)
Kirk, James, Michael DBA Rocky Mountain Financial Solutions
2018 - Present (8 years)
IFC
2018 - 2020 (2 years)
Marketforce Information
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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