Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
16 years
Location
Cisco, TX
John Kirstein is the sole advisor at Worchestershire Financial in Cisco, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Worchestershire Financial since 2010. Outside of his advisory work, Kirstein is involved in personal income activities through his S-corporation, including occasional flooring work and sales of his own artwork at art trade shows. Worchestershire Financial provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm prepares customized Investment Policy Statements and employs a variety of analytical methods and investment strategies, offering discretionary trading authority and limited custody of client funds under written authorization.
Based on WorchesterShire Financial
Fixed fee for managing variable annuities up to $3,000 quarterly (negotiable)
$0 - $1,000,000: 1.50% Above $1,000,000+: 1.00%
Account minimum: $50,000 Fee-only: Fixed fee up to $3,000 charged quarterly for managing variable annuities (negotiable)
Cisco, TX
Cisco TX
Advisors at this office
1
Texas
16 years of industry experience
Worchestershire Financial (154986)
2010 - Present • 16 years
Austin, TX
Paragon Wealth Strategies, Llc.
2009 - 2010 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Eastland, TX
Smart Money Group, LLC
David Cherry is a financial advisor with Smart Money Group, LLC, holding a Series 65 credential and currently beginning his career in the industry. Prior to joining the firm, he has experience in education and community supervision roles, as well as self-employment in flooring installation. Cherry continues to maintain his flooring business alongside his advisory role. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach that combines asset allocation, fundamental and technical analysis, and the tactical use of derivatives, while also offering specialized planning and acting as a sub-adviser to an actively managed ETF.
Series 65
Eastland, TX
Smart Money Group, LLC
Tanner Carter is a financial advisor at Smart Money Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held roles with Kennedy Financial Services, Sherman Shadowcats, and Stephenville Sox Baseball, and has been a full-time student since 2015. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach that includes asset allocation, fundamental and technical analysis, and the tactical use of options and derivatives.
Series 65
Eastland, TX
Smart Money Group, LLC
Derrick Gibbs is a financial advisor at Smart Money Group, LLC in Eastland, TX, holding a Series 65 credential with three years of industry experience. His prior roles include positions at HDQ Wealth, C2P Capital Advisory Group (dba Prosperity Capital Advisors), and The Chamberlin Group. In addition to his advisory work, he is an independent insurance producer for various insurance companies. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting for individuals, trusts, estates, pension plans, and businesses. The firm utilizes a multi-disciplinary investment approach combining asset allocation, fundamental and technical analysis, and derivative strategies, while also offering specialized planning services such as retirement, estate, and tax planning.
CFP®, Series 63
Eastland, TX
Smart Money Group, LLC
Aaron Kennedy is a financial advisor with Smart Money Group, LLC in Eastland, TX. He holds the CFP® designation and has 26 years of industry experience. Kennedy has worked with Kennedy Financial Services since 2000 and has been with Smart Money Group and Calton & Associates since 2016. He is also a partner in Briscoe & Associates LLC, a tax preparation and consulting firm. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach that includes asset allocation, fundamental and technical analysis, and the tactical use of options and derivatives, while offering specialized planning services such as retirement, estate, and tax planning.
Series 66
Eastland, TX
Smart Money Group, LLC
Bret Robinson is a financial advisor at Smart Money Group, LLC with 12 years of industry experience. He holds a Series 66 license and has worked since 2016 with Smart Money Group and Calton & Associates, in addition to Kennedy Financial Services since 2012. Outside of his advisory roles, Robinson owns a horse training business and serves as a board member of the Eastland Chamber of Commerce. Smart Money Group offers discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach, combining asset allocation, fundamental and technical analysis, and derivative strategies, while providing specialized services such as retirement, estate, and tax planning.
Series 63, Series 65
Eastland, TX
Smart Money Group, LLC
Jon Mcconahay is a financial advisor at Smart Money Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services. Outside of advising, he is involved in livestock and horse sales, as well as cattle transportation through his own businesses in Wyoming. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach incorporating asset allocation, fundamental and technical analysis, mutual fund and ETF selection, fixed-income management, and tactical options strategies, while also offering specialized planning services and acting as a sub-advisor to an actively managed ETF.
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