Kyle Jeffrey Kirk
Advisor at Lincoln Park Capital LLC — Olean, NY
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
CFP®, Series 63, Series 66
Experience Industry experience
5 years
Location
Olean, NY 14760
Lincoln Park Capital LLC
Supported
Total advisors
2Clients per advisor
33 LowAvg AUM per client
$693,727 TypicalHNW client ratio
0% Very LowKyle Kirk is a CFP® with five years of industry experience and is the principal advisor at Lincoln Park Capital LLC. His prior experience includes roles at Ameriprise Financial Services, LPL Financial, and Northwest Bank. Kirk serves on the boards of the McKean County Community Foundation, Beacon Light Adult Residential Services, and the Bradford Area School District Athletic Committee, and manages the Peyton Kirk Memorial Scholarship housed at the McKean County Community Foundation. Lincoln Park Capital LLC is an SEC-registered investment adviser that provides discretionary portfolio management to private wealth clients, qualified retirement plans, companies, and other institutional clients. The firm employs a tactical asset allocation approach with model portfolios tailored to client goals and risk tolerance, using various analytical methods and active portfolio monitoring.
Based on Lincoln Park Capital LLC
$0 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001 - $3,000,000: 0.35% $3,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.20% $10,000,001+: Negotiable
Olean, NY
125 South Union Street
Olean NY 14760
Advisors at this office
2
New York
5 years of industry experience
Lincoln Park Capital LLC
2026 - Present • 1 year
Olean, NY
Uniting Wealth Partners, LLC
2026 - Present • 1 year
Olean, NY
Amerirprise Financial Services, LLC
2022 - 2026 • 4 years
Bradford, PA
Northwest Bank
2020 - 2021 • 1 year
Bradford, PA
LPL Financial LLC
2020 - 2021 • 1 year
Bradford, PA
Northwest Bank
2020 - 2021 • 1 year
Bradford, PA
Byllye Lanes
2016 - 2020 • 4 years
Bradford, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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