Kirk Kinder has been an investment adviser representative at Bastion Fiduciary since January 2025, and is not listed among the firm’s executive officers or direct owners. Kirk Kinder holds a Master's degree in Personal Financial Planning from the College for Financial Planning. Kirk Kinder studied at United States Coast Guard Academy.
Bastion Fiduciary, LLC is a firm with $125M under management, 242 clients and 6 advisers in one office, as of its April 2026 filing.
Kirk Kinder is Director of Financial Planning at Bastion Fiduciary. He was previously founder and President of Picket Fence Financial, a Registered Investment Adviser with offices in Maryland and Tampa, Florida, before joining forces with Cale Smith to form Bastion Fiduciary. Earlier he was Director of Member Services at The Motley Fool.
Kirk Kinder’s longest registration is the current one, 20 years at Picket Fence Financial, LLC since 2006. Before joining Bastion Fiduciary in 2025, Kirk Kinder was registered through Tweddell Goldberg Investment Management and Financial Guidance Group, Inc.
- Bastion FiduciaryCurrent– present · 1 yearForest Hill, MD · Adviser representative · Firm CRD 333420
- Tweddell Goldberg Investment Management– · under a yearSonora, CA · Adviser representative · Firm CRD 141634
- Picket Fence Financial, LLCAlso current– present · 20 yearsAdviser representative · Firm CRD 139262
- Financial Guidance Group, Inc.– · 2 yearsPalm Harbor, FL · Adviser representative · Firm CRD 108799
Professional designations
Listed by Bastion Fiduciary
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kirk Kinder is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from February 2006; the most recent is Texas, in January 2025.
- FloridaSince 14 February 2007
- MarylandSince 23 February 2006
- TexasResidentSince 14 January 2015
- TexasSince 14 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 February 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kirk William Kinder
- CRD
- 4656569
- Firm
- Bastion Fiduciary · CRD 333420
- Office
- Forest Hill, MD
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lastbastion.com
Where does Kirk Kinder work?
Kirk Kinder is an investment adviser representative registered through Bastion Fiduciary, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kirk Kinder a financial advisor?
Yes. Kirk Kinder has a current investment-adviser registration in Florida, Maryland, Texas and Texas, through Bastion Fiduciary since January 2025.
How many years of experience does Kirk Kinder have?
Kirk Kinder has 23 years in the financial industry, since July 2003, across 4 adviser firms.
What exams has Kirk Kinder passed?
Kirk Kinder passed the Series 65 in February 2003.
Where did Kirk Kinder work before Bastion Fiduciary?
Before Bastion Fiduciary, Kirk Kinder was registered through Tweddell Goldberg Investment Management, March 2016 to June 2016; Financial Guidance Group, Inc., May 2003 to December 2005.
Where is Kirk Kinder based?
Kirk Kinder’s registered office is in Forest Hill, MD.
Is Kirk Kinder registered with FINRA?
No. Kirk Kinder has no current broker registration.
Is Kirk Kinder a CFP?
Bastion Fiduciary lists Kirk Kinder with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kirk Kinder’s record?
Search CRD 4656569 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kirk Kinder’s full registration record.
