Kirt Rezek
Professional Financial Management · Appleton, Wisconsin
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $115.5M across 659 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 3209093 |
| Exams passed | Series 63 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pfmria.com |
| Profile |
How Kirt's firm compares
- Professional Financial Management's average account is about $175,000, from its Form ADV (assets managed divided by 659 accounts).
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Questions about Kirt
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.
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
- Professional Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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