Kirk Leslie Domke
Advisor at Calton & Associates, Inc. — Brookfield, WI
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.
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
32 years
Location
Brookfield, WI
Calton & Associates, Inc.
Multi-team
Kirk Domke is a financial advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Calton & Associates since 2019, following a 19-year tenure at Capital Financial Services, Inc. Domke is also the owner and president of Domke Financial Services, a business focused on selling insurance and investment products. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and access to commission-based brokerage and insurance products through dually registered representatives.
Based on Calton & Associates, Inc.
Based on Calton & Associates, Inc.
Financial planning flat fees (negotiable); Retirement plan consulting flat fees up to $50,000
up to 2% annually (negotiable, varies by client and program)
Commission-based compensation for securities and insurance products; commissions separate from advisory fees
Financial planning hourly fees (negotiable); Retirement plan consulting hourly fees up to $500/hour
For clients with net worth > $2,200,000 or assets managed over $1,100,000; fixed fee up to 25% of account balance quarterly in advance, plus performance fee up to 10% of net increase quarterly in arrears
Account minimum: $50,000 Fee-only: Investment advisory fees based on a percentage of assets up to 2%; fees are negotiable and vary by client and program
Brookfield, WI
Brookfield WI
Advisors at this office
1
Wisconsin
32 years of industry experience
Calton & Associates, Inc.
2019 - Present • 7 years
Tampa, FL
Capital Financial Services, Inc.
2000 - 2019 • 19 years
Madison, WI
SELF EMPLOYED
1995 - Present • 31 years
Brookfield, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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.
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