Elijah Cody Kirchmaier
Investment adviser representative at Up Financial USA Inc.
14 yearsExperience
1 stateRegistered in
$4.1MFirm assets
3 yearsFirm in business
Are you Elijah Cody Kirchmaier? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Up Financial USA Inc.Apr 2023 to now
- Up Investment Management of Aligned Capital Partners Inc.Nov 2022 to now
- Up Financial Inc.Dec 2012 to now
- Portfolio Strategies CorporationNov 2018 to Nov 2022
- Quadrus Investments ServicesJan 2012 to Nov 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Up Financial USA Inc.
$4.1MAssets managed
0Clients
2Advisers
3 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
- 7729923
- Firm CRD
- 326602