Kirk Stafford
Advisor at Desert Rose Capital Management, 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.
Advisor at Desert Rose Capital Management, 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.
Location
Meridian, ID 83642
Credentials
Series 66
Industry experience
17 years
Kirk Stafford is a financial advisor at Desert Rose Capital Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Desert Rose since 2010. In addition to his advisory role, Stafford is president of The Stafford Corporation, a flooring contracting business he has led since 1996. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice, portfolio management, and ancillary financial services. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and capture market appreciation, and it also acts as a sub-advisor to other registered investment advisers.
Based on Desert Rose Capital Management, Inc.
Based on Desert Rose Capital Management, Inc.
$0 - $250,000: 1.85% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.65% $1,000,000 - $3,000,000: 1.35% $3,000,000 - $5,000,000: 1.25% $5,000,001+: 1.00%
Commission-based insurance product sales by licensed agents, separate from advisory fees.
Account minimum: $50,000
2929 W. Navigator Drive, Ste. 320
Meridian, ID 83642
Idaho · Texas
Desert Rose Capital Management, Inc
2010 - Present (16 years)
The Stafford Corporation
1996 - Present (30 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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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