Kirt Kilbourne
About Kirt Kilbourne
Kirt Kilbourne is a Sales Office Manager at Wedbush Securities in Traverse City, MI, specializing in a variety of financial services including retirement planning and wealth management. He has over 12 years of experience in the financial sector, previously serving as Branch Manager at Stifel Financial Corp.
Work at Wedbush Securities
Kirt Kilbourne has served as the Sales Office Manager at Wedbush Securities since 2015. He operates out of Traverse City, MI, where he oversees sales operations and client relations. His role involves developing and implementing customized wealth management strategies that align with individual client objectives, risk profiles, and time horizons. Kilbourne's focus on client-centric solutions has contributed to the firm's reputation in the financial services industry.
Previous Experience at Stifel Financial Corp.
Prior to his current position, Kirt Kilbourne worked at Stifel Financial Corp. for 12 years, from 2003 to 2015. During his tenure, he held the roles of Branch Manager and Vice President of Investments at Stifel Nicolaus. His responsibilities included managing branch operations and providing investment advice, which helped him gain extensive experience in the financial services sector.
Education and Expertise
Kirt Kilbourne studied at Grand Rapids Community College, where he focused on Business from 1985 to 1987. He later attended Davenport College, earning a Bachelor of Science degree in Management, Business, and Political Science from 1987 to 1989. His educational background supports his expertise in a wide range of financial services, including 401(k) rollovers, education savings plans, and estate planning strategies.
Financial Services Specialization
Kilbourne specializes in managing a diverse portfolio of financial products, including fixed and variable annuities, mutual funds, and ETFs. He offers strategic advice on retirement income strategies and asset allocation to optimize client financial outcomes. Additionally, he provides comprehensive insurance reviews and long-term care insurance planning as part of his wealth management services.