Kimberly E Wirtz
Investment adviser representative at John E. Sestina and Company
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$744MFirm 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
- Seminars and workshops
Experience
21 years in the industry.
- John E. Sestina and CompanyJan 2005 to now
- Mtbw, LLCJan 2005 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
John E. Sestina and Company
$744MAssets managed
808Clients
8Advisers
33 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
- 6679039
- Firm CRD
- 108634