Kirk Kreikemeier (CFA, CFP®)

Kirk Kreikemeier focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I approach comprehensive planning the way I would like it done for myself:

  • Look at the complete financial picture
  • Consider the tax implications, both now and in future
  • Provide recommendations but also alternatives and explain the impact
  • Be objective, data driven, open and honest

My investment approach focuses on the right asset allocation for the person, then finding efficient securities - exchange-traded-funds (ETFs) and mutual funds - for the asset classes.  I believe an active manager adds value in some asset classes, especially bonds and alternatives.  If comfortable, I use a conservative option overlay strategy on some ETFs.

Additional Information

See "Kirk's Blog" for planning topics and month-end market updates.  Recent presentations to local library and high school adult education are also available under Resources section of website.

In addition to the CFP and CFA, I am also a Fellow of the Society of Actuaries (FSA).  This gives me a deep understanding of Social Security and insurance needs to help navigate your needs.

My wife and I are empty nesters but two children are still in college.  This gives me first-hand experience with college planning!

NAPFA Start Date

September 03, 2019


This Office

4365 Lawn Ave Ste 5 Western Springs, IL 60558-1494 Phone: (708) 246-2366