Mary Yolanda Kirk
Investment adviser representative at &partners
27 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- &partners, LLCJan 2024 to now
- Wells Fargo Clering Services, LLCFeb 2021 to Jan 2024
- Stancorp Equities, Inc.Dec 2019 to Feb 2021
- M Holdings Securities, Inc.Feb 2019 to Dec 2019
- Charles Schwab & Co., Inc.May 2017 to Feb 2019
- Charles Schwab BankMay 2017 to Feb 2019
- Morgan StanleyDec 2016 to Apr 2017
- Scottrade, Inc.Apr 1999 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2255291
- Firm CRD
- 3767