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Advisor

Kirk Kreikemeier

Pebble Valley Wealth Management · Western Springs, Illinois

Kirk Kreikemeier is a fee-only financial advisor at Pebble Valley Wealth Management in Western Springs, Illinois, who holds the CFP and CFA credentials. Pebble Valley Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFPCFA

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Facts

FirmPebble Valley Wealth Management
Based in Western Springs, Illinois
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$129.5M across 447 accounts
CredentialsCFP · CFA
SEC registration Investment adviser representative in TX · CRD 5461862
Firm size3 employees
Disclosures None reported
Websitepvwealthmgt.com

How Kirk's firm compares

  • Pebble Valley Wealth Management's average account is about $290,000, from its Form ADV (assets managed divided by 447 accounts).

What fee-only advisors charge in Illinois

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Questions about Kirk

Is Kirk Kreikemeier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kirk holds no broker registration, and Pebble Valley Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Kirk charge for financial advice?

Kirk's firm, Pebble Valley Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Kirk Kreikemeier based?

Kirk Kreikemeier is based in Western Springs, Illinois.

What credentials does Kirk Kreikemeier hold?

Kirk Kreikemeier holds the CFP and CFA credentials.

Is Kirk Kreikemeier registered with the SEC?

Yes. Kirk Kreikemeier is registered as an investment adviser representative in TX (CRD 5461862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Pebble Valley Wealth Management manage?

Pebble Valley Wealth Management reports $129.5M across 447 accounts in assets under management.

How do I contact Kirk Kreikemeier?

Through Kirk's website, pvwealthmgt.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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