Kyle Kirk has been an investment adviser representative at Uniting Wealth Partners since September 2026, and is not listed among the firm’s executive officers or direct owners. Kyle Kirk holds a Degree in finance with a minor in accounting from Slippery Rock University and a Master of Science in personal financial planning from the College for Financial Planning.
Uniting Wealth Partners LLC is a Denver, CO firm with $935M under management, 854 clients and 11 advisers across 6 offices, as of its August 2026 filing.
Kyle Kirk is a wealth advisor with Uniting Wealth Partners, based in Olean, New York. He began his career in wealth management in 2020. Before joining the firm, he worked with Hodgin, Chapman & Associates, a private wealth advisory practice of Ameriprise Financial. He helps clients navigate major financial transitions, including retirement planning, investment management, wealth building outside of a business and tax-efficient strategies.
Kyle Kirk’s longest registration was 4 years at Ameriprise Financial Services, LLC (2022–2026). Before joining Uniting Wealth Partners in 2026, Kyle Kirk was registered through Ameriprise Financial Services, LLC.
- Lincoln Park Capital LLCAlso current– present · under a yearOlean, NY · Adviser representative · Firm CRD 330031
- Uniting Wealth PartnersCurrent– present · under a yearOlean, NY · Adviser representative · Firm CRD 332317
- Ameriprise Financial Services, LLC– · 4 yearsBradford, PA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Uniting Wealth Partners
- Master Planner Advanced Studies™ (MPAS™)
- Accredited Wealth Management Advisor™ (AWMA®)
- Accredited Portfolio Management Advisor™ (APMA®)
Investment adviser representative registrations
Kyle Kirk is registered as an investment adviser representative in New York, since September 2026.
- New YorkSince 17 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 June 2022 |
| Series 7TO | General Securities Representative Examination | 12 April 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 February 2021 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 21 October 2020 |
| SIE | Securities Industry Essentials Examination | 15 July 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7260102
- Firm
- Uniting Wealth Partners · CRD 332317
- Office
- 125 SOUTH UNION ST, Olean, NY 14760
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- unitingwealthpartners.com
Where does Kyle Kirk work?
Kyle Kirk is an investment adviser representative registered through Uniting Wealth Partners LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Kirk a financial advisor?
Yes. Kyle Kirk has a current investment-adviser registration in New York, through Uniting Wealth Partners since September 2026.
How many years of experience does Kyle Kirk have?
Kyle Kirk has 5 years in the financial industry, since November 2020, across 3 adviser firms.
What exams has Kyle Kirk passed?
Kyle Kirk has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2020.
Where is Kyle Kirk based?
Kyle Kirk’s registered office is in Olean, NY.
Is Kyle Kirk registered with FINRA?
No. Kyle Kirk has no current broker registration.
How can I verify Kyle Kirk’s record?
Search CRD 7260102 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Kirk’s full registration record.
