Kirk Merle Fogg
Advisor at OSAIC — Lincoln, ME
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
CFP®, Series 63
Experience Industry experience
27 years
Location
Lincoln, ME 04457
OSAIC
Institution
About
Kirk Fogg is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® designation and the Series 63 license. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and has a background including ownership in Fogg Lumbering Inc. He serves as an elected Third Selectman for the Town of Lowell, Maine, and is a Maine Notary Public. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction across various investment types.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on OSAIC
Annuities
Wealth management
Tax-loss harvesting
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Location
See officeLincoln, ME
8 Taylor Street
Lincoln ME 04457
Advisors at this office
1
Map unavailable
Most active in
Kirk F has reported serving >5 clients in these states in the last 12 months.
Maine · Texas
Work history
27 years of industry experience
OSAIC
2024 - Present • 2 years
Lincoln, ME
Fogg Lumbering Inc.
2014 - 2017 • 3 years
Lowell, ME
Securities America Advisors, Inc
2007 - 2024 • 17 years
Medway, ME
Gordon Brook Financial, Llc
2007 - Present • 19 years
Lincoln, NE
Gordon Brook Financial Services, Llc
2007 - Present • 19 years
Lincoln, ME
Neal Dealen Resources, Llc
2006 - 2018 • 12 years
Enfield, ME
Neal Dealer Services, Inc.
2006 - 2018 • 12 years
Enfield, ME
Securities America Advisors Inc
2006 - 2024 • 18 years
Medway, ME
SECURITIES AMERICA, inc.
1999 - 2024 • 25 years
Medford, ME
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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