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Kirk SpanoKirk Spano is a Milwaukee native who holds Bachelor of Arts Degrees in Economics and Political Science from the University of Wisconsin-Milwaukee.  He is registered as a General Securities representative of H. Beck Inc. and is the founder, owner and manager of Bluemound Asset Management, LLC.  Mr. Spano previously worked with SII Investments, Inc. and Annex Wealth Management, LLC in Wisconsin.

In managing money, Kirk builds strategic asset allocation models around secular (long term) economic realities while using tactical asset allocation to respond to cyclical (short and medium term) financial trends.  Kirk seeks undervalued asset classes for inclusion in a diversified portfolio, and employs several top money managers in order to achieve your investment goals. 

Mr. Spano is also an Independent Life and Health Insurance Agent.  He utilizes an extensive understanding of underwriting to assist clients in obtaining appropriate risk management solutions at the lowest premium possible, primarily life insurance and long term care insurance. He began his career as an agent in 1994 with Banker's Life and Casualty before moving to John Hancock in 1995 in the same role. In 1996 he began an independent Insurance practice, which has evolved into WisQuote Insurance Services, LLC.

Kirk emphasizes a holistic approach to financial planning and investment management designed to consider everything in life that your finances affect.  As a former member of the Institute of World Affairs Kirk is involved in discussions regarding global finance, economics, and politics.  He has been published in various publications and continues to write periodically.  Kirk also speaks at public and private events on a semi-regular basis.  To have discuss having Kirk speak to your group please contact him.

Kirk is a big baseball fan; he shares season tickets for the Milwaukee Brewers; has coached little league; plays in, manages and in 2004 became Commissioner of the Milwaukee Baseball League.  Mr. Spano lives in Muskego, Wisconsin and enjoys much of his free time with his two wonderful children.

 

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 Investment Advisory services offered through Bluemound Asset Management, LLC. a Registered Investment Advisor in Wisconsin.  Securities offered through H. Beck, Inc.  Member FINRA & SIPC.  Bluemound Asset Management, LLC and H. Beck are separate and unrelated companies.  This site has been published for residents of: Wisconsin and Arizona only. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security. 

Kirk Spano, 500 Elm Grove Road, Suite 200, Elm Grove, WI 53122  Telephone: 414-617-MONY

Serving throughout Wisconsin, including, but not limited to: Milwaukee, Wauwatosa, Brookfield, West Allis, Madison, Sun Prairie, Watertown, Appleton, Green Bay, De Pere, Oshkosh, Fon Du Lac, Sheboygan, Neenah, Manitiwoc, West Bend, La Crosse, Eau Claire, Superior, Wausau, Stevens Point, Waukesha, Menomonee Falls, Germantown, Mequon, Cedarburg, Grafton, Whitefish Bay, Fox Point, Bayside, Shorewood, Glendale, Elm Grove, Brown Deer, Kenosha, Racine, Mount Pleasant, Caledonia, Bay View, Mukwonago, Burlington, East Troy, Waterford, Lake Geneva, Janesville, Beloit, South Milwaukee, Cudahy, Franklin, Oak Creek, New Berlin, Greenfield, Big Bend, Vernon, Muskego...and Arizona for securities only: Phoenix, Mesa, Glendale, Chandler, Scottsdale, Gilbert, Tempe, Peoria, Yuma, Suprise, Sun City, Avondale, Goodyear, Litchtfield Park, Lake Havasu City, Maricopa, Casa Grande, Prescott, Flaggstaff, Tucson...