Kirk Spano: Investment Management and Financial Planning

My practice is an independent practice based and registered in Wisconsin.  I formed Bluemound Asset Management, LLC in 2010 after a successful affiliation with Annex Wealth Management, LLC in Brookfield, Wisconsin.  I am also a registered representative of H. Beck, Inc. holding Series 7 (General Securities) and Series 63 licenses (State Law Examination). H. Beck Inc. is the broker-dealer responsible for oversight, administration and regulation of securities related, as well as, many other aspects of my practice.

To reduce costs, as well as to safeguard my clients assets, all accounts are custodied at third party custodians TD Ameritrade Institutional and/or Schwab Advisor Services- a division of Charles Schwab & Co.  In an age when firms that provide both custody and management services in-house have gone bankrupt and/or corrupt (i.e. Lehman Brothers, Madoff), having such custodial relationships has proven to be an advantage that my clients greatly appreciate. 

I focus on providing investment management, retirement planning, financial planning and estate planning.  My investment management techniques are more sophisticated than what is usually offered at the retail level of invesment services.  I help individuals, families and organizations with more complex financial planning needs by coordinating with accountants, attorneys and other specialists as needed.

I am also a licensed life and health insurance agent in the state of Wisconsin.  I own Wisquote Insurance Services, LLC which can be found at www.Wisquote.com.  Wisquote provides instant, no obligation term life quotes and health insurance quotes online for those who are beginning to shop.  I am experienced in all types of personal, business and estate planning life insurance, as well as, an acknowledged industry expert in incorporating long term care insurance strategies into your broader financial planning.  I maintain a relationship with Professional Insurance Services, Inc in Elm Grove, Wisconsin to consult with for business insurance issues and use their experts on many cases.