# Kirt Rezek

> Kirt Rezek is a fee-only financial advisor at Professional Financial Management in Appleton, Wisconsin, who holds the CFP credential. Kirt focuses on retirement planning, estate & legacy planning and tax planning. Professional Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kirt-rezek/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Professional Financial Management
- **Based in:** Appleton, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $115.5M across 659 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 3209093 (https://adviserinfo.sec.gov/individual/summary/3209093)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 63 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.pfmria.com

## Frequently asked questions

### Is Kirt Rezek a fee-only financial advisor?

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

### How does Kirt charge for financial advice?

Kirt's firm, Professional Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kirt Rezek based?

Kirt Rezek is based in Appleton, Wisconsin.

### What does Kirt specialize in?

Kirt's specialties include retirement planning, estate & legacy planning and tax planning. Kirt works with pre-retirees and retirees.

### What credentials does Kirt Rezek hold?

Kirt Rezek holds the CFP credential.

### Is Kirt Rezek registered with the SEC?

Yes. Kirt Rezek is registered as an investment adviser representative in TX and WI (CRD 3209093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Professional Financial Management manage?

Professional Financial Management reports $115.5M across 659 accounts in assets under management.

### How do I contact Kirt Rezek?

Through Kirt's website, www.pfmria.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3209093): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://professionalfinancialmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.