Kirk Stovesand has held the title Member at Platform Wealth Management since March 2024, is not listed as a control person, but directly owns between 10% and 25% of the firm. Kirk Stovesand holds a BA in Business Economics from the University of California, Santa Barbara, a Master's in Taxation from Golden Gate University and a Master Certificate in Global Business Management from George Washington University.
Platform Wealth Management, LLC is a Holladay, UT firm with $509M under management, 270 clients and 9 advisers across 4 offices, as of its September 2026 filing.
Kirk Stovesand is Partner, Wealth Advisor of Platform Wealth Advisors. He began working for the company that grew into Walpole & Co., LLP, the predecessor to Platform Wealth Advisors, while a student at the University of California Santa Barbara, and later became a partner. He co-created Walpole Financial Advisors, LLC (now Platform Wealth Advisors) and works with clients on wealth enhancement, wealth protection, wealth transfer, charitable giving and trustee work.
Kirk Stovesand’s longest registration was 22 years at Walpole Financial Advisors, LLC (2001–2024). Before joining Platform Wealth Management in 2024, Kirk Stovesand was registered through Walpole Financial Advisors, LLC.
- Platform Wealth AdvisorsCurrent– present · 2 yearsGoleta, CA · Adviser representative · Firm CRD 329313
- Walpole Financial Advisors, LLC– · 22 yearsGoleta, CA · Adviser representative · Firm CRD 135834
Professional designations
Listed by Platform Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor (CPWA®)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Kirk Stovesand is registered as an investment adviser representative in California, since September 2024.
- CaliforniaSince 12 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 December 2000 |
| Series 7 | General Securities Representative Examination | 10 October 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kirk Brian Stovesand
- CRD
- 4249778
- Firm
- Platform Wealth Management · CRD 329313
- Role
- Member
- Office
- 70 SANTA FELICIA DRIVE, Goleta, CA 93117
- Registration
- Investment adviser registration
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- platformadvise.com
Where does Kirk Stovesand work?
Kirk Stovesand has held the title Member at Platform Wealth Management, LLC since March 2024.
Is Kirk Stovesand a financial advisor?
Yes. Kirk Stovesand has a current investment-adviser registration in California, through Platform Wealth Management since September 2024.
How many years of experience does Kirk Stovesand have?
Kirk Stovesand has 25 years in the financial industry, since October 2001, across 2 adviser firms.
What exams has Kirk Stovesand passed?
Kirk Stovesand has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2000.
Where did Kirk Stovesand work before Platform Wealth Management?
Before Platform Wealth Management, Kirk Stovesand was registered through Walpole Financial Advisors, LLC, October 2001 to September 2024.
Where is Kirk Stovesand based?
Kirk Stovesand’s registered office is in Goleta, CA.
Is Kirk Stovesand registered with FINRA?
No. Kirk Stovesand has no current broker registration.
Is Kirk Stovesand a CFP?
Platform Wealth Management lists Kirk Stovesand with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kirk Stovesand’s record?
Search CRD 4249778 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kirk Stovesand’s full registration record.