Frank Mayginnes Kirby
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Firesky Financial, IncMar 2021 to now
- Frank M KirbyMar 2021 to now
- Rkg Enterprise, LLCMay 2018 to now
- United Planners' Financial Services of America A Limited PartnerMay 2011 to now
- Bkmr Enterprise, LLCJun 2006 to now
- United Planners Financial ServicesOct 2000 to now
- Rogers & Kirby EnterpriseMar 2021 to Oct 2023
- Agape Insurance PartnersMay 2018 to Jan 2019
- Rogers & Kirby, Inc.Oct 2000 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (AZ).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 3231939
- Firm CRD
- 20804