Financial Adviser

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

Kirk is regularly nationally published on MarketWatch.com of the Wall Street Journal Network and Motley Fool Personal Finance, the 1st and 3rd largest financial publishers in America.  Mr. Spano has also appeared on the Fox Business News Network.  He speaks at public and private events on a regular basis discussing economics, business development, employer sponsored benefit plans, investment strategy, financial planning and retirement income strategies.  To have Kirk speak to your group please contact him.  For many groups, Kirk will speak in return for a good meal and an opportunity to meet good people.

Kirk has built his practice around the ethics and beliefs he learned growing up in a working family in Milwaukee, Wisconsin and through his Catholic school education.  Mr. Spano has endeavored to bring higher level financial management, normally reserved by the financial industry for the extremely wealthy, to anybody who desires a better experience and is willing to make a commitment to pursuing it. The strategies that Kirk uses are based upon and similar to those of the greatest investors in the world and not the sales driven financial industry.

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. 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, an innovative insurance brokerage providing local expert service at low internet rates. 

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.  Kirk and his children have embarked on several ground level tours of America, visiting many places in an effort to fully understand, experience and appreciate the greatness of the United States.