Kirk Brian Stovesand
Investment adviser representative at Platform Wealth Advisors
41 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$509MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
41 years in the industry.
- Platform Wealth AdvisorsApr 2024 to now
- Sandpiper Consulting Inc. dba Walpole AdvisorsApr 2024 to now
- Walpole Financial Advisors, LLCJan 2014 to Sep 2024
- Walpole & Co. LLPSep 1985 to Apr 2024
Designations
- CFP® certification
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Platform Wealth Advisors
Legal name: Platform Wealth Management, LLC
$509MAssets managed
270Clients
11Advisers
2 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
- 4249778
- Firm CRD
- 329313