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Kirk Kreikemeier (CFA, CFP®)

Kirk Kreikemeier focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I approach comprehensive planning the way I would like it done for myself:

  • Look at the complete financial picture
  • Consider the tax implications, both now and in future
  • Provide recommendations but also alternatives and explain the impact
  • Be objective, data driven, open and honest

My investment approach focuses on the right asset allocation for the person, then finding efficient securities - exchange-traded-funds (ETFs) and mutual funds - for the asset classes.  I believe an active manager adds value in some asset classes, especially bonds and alternatives.  If comfortable, I use a conservative option overlay strategy on some ETFs.

Additional Information

See "Kirk's Blog" for planning topics and month-end market updates.  Recent presentations to local library and high school adult education are also available under Resources section of website.

In addition to the CFP and CFA, I am also a Fellow of the Society of Actuaries (FSA).  This gives me a deep understanding of Social Security and insurance needs to help navigate your needs.

My wife and I are empty nesters but two children are still in college.  This gives me first-hand experience with college planning!

NAPFA Start Date

September 03, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4365 Lawn Ave Ste 5 Western Springs, IL 60558-1494 Phone: (708) 246-2366
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