James Jay Kirkpatrick

CFP

Trustage Investment Management

26 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Trustage Investment Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

363 clients

Average Client Portfolio

$102.6M average

Assets Under Management

$37.3B

Fee Structure

Financial Planning:Investment management only

Location

5910 Mineral Point Rd, Madison, WI, 53705

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Trustage Investment Management

October 2012 - Present · 13 yrs 4 mos

CUNA Brokerage Services, INC.

October 2000 - Present · 25 yrs 4 mos

CUNA Brokerage Services, INC.Broker

October 2000 - Present · 25 yrs 4 mos

Previous Registrations

CUNA Brokerage Services, INC.

October 2007 - October 2019 · 12 yrs

Piper, Jaffray & Hopwood IncorporatedBroker

December 1986 - October 1987 · 10 mos

John Hancock Distributors, INC.Broker

March 1986 - October 1986 · 7 mos

State Registrations11 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.