Kirt Douglas Rezek
Director of Finance/CFO at Professional Financial Management, Inc.
Profile
Mr. Kirt D.
Rezek is a Partner & Director of Financial Planning at Professional Financial Management, Inc. He assists clients in documenting their personal, professional, and financial goals and objectives and then develops a personalized strategy to assist in achieving those goals and objectives.
He oversees the firm’s Financial Planning Committee.
He is also responsible for developing and maintaining the firm’s financial planning spreadsheets and ensuring that all clients receive the same quality of financial planning service.
He also serves as the Chief Compliance Officer and is responsible for developing and monitoring the firm's compliance program, ensuring that all activities of the firm meet regulatory requirements and acting as a liaison with legal and regulatory bodies on compliance-related issues.
Since 2000, he has dedicated his career to financial planning and assisting clients in achieving their financial goals.
Mr. Rezek was previously employed as a Financial Advisor by Raymond James Financial Services, Inc. and a Financial Advisor by Wealth Management LLC.
He graduated from the University of Wisconsin Oshkosh with a BBA in Finance in 1999.
He earned his CERTIFIED FINANCIAL PLANNER certification in 2006 and is a member of the National Association of Personal Financial Advisors.
Kirt Douglas Rezek active positions
Companies | Position | Start |
---|---|---|
Professional Financial Management, Inc.
Professional Financial Management, Inc. Investment ManagersFinance Professional Financial Management, Inc. (PFM) is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Vander Linden in 2010. PFM provides investment advice to a wide variety of clients, such as individuals, entities, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Director of Finance/CFO | 2010-06-30 |
Former positions of Kirt Douglas Rezek
Companies | Position | End |
---|---|---|
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Corporate Officer/Principal | 2010-06-30 |
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Corporate Officer/Principal | 2009-06-29 |
Training of Kirt Douglas Rezek
University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
---|---|
Professional Financial Management, Inc.
Professional Financial Management, Inc. Investment ManagersFinance Professional Financial Management, Inc. (PFM) is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Vander Linden in 2010. PFM provides investment advice to a wide variety of clients, such as individuals, entities, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Finance |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Finance |
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Finance |
- Stock Market
- Insiders
- Kirt Douglas Rezek