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Hannah Catherine Kirk

Investment adviser representative at Mcadam LLC
13 yearsExperience
1 stateRegistered in
$2.7BFirm assets
12 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Mcadam LLCMar 2025 to now
  2. Mcadam FinancialFeb 2025 to now
  3. Thrivent FinancialFeb 2024 to Feb 2025
  4. Thrivent Investment Management IncSep 2023 to Feb 2025
  5. Financial ExpressJan 2022 to Sep 2023
  6. TargetNov 2021 to Jan 2022
  7. UnemployedMay 2021 to Nov 2021
  8. College of MarinNov 2020 to May 2021
  9. UnemployedSep 2020 to Nov 2020
  10. Peet's Coffee and TeaJan 2020 to Sep 2020
  11. UnemployedJan 2013 to Jan 2020

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (OH).

Mcadam LLC

$2.7BAssets managed
5,551Clients
135Advisers
12 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
7796930
Firm CRD
170914
Advisor's SEC record (opens in a new tab)
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