Kirk Spano is a Milwaukee, Wisconsin native who holds Bachelor of Arts Degrees in Economics and Political Science from the University of Wisconsin-Milwaukee. Kirk grew up in a middle class Milwaukee neighborhood with working parents who sacrificed in order to send him to the Catholic schools which would give him a strong education and influence his moral direction.
In 1996, Kirk began his investment career as a broker with one of America’s largest independent broker dealers. By the early 2000s, Kirk was an initial member of Annex Wealth Management, LLC which which became a leading local firm. In 2010, with a desire to take the next step in wealth management and fee-only investment advisory, Kirk opened his boutique firm, Bluemound Asset Management, LLC. Kirk’s and Bluemound’s mission is to help clients reach the highest levels of financial freedom possible.
Kirk owns an independent insurance agency which has several experts providing risk management services to his clients. WisQuote Insurance Services, LLC primarily caters to retirees, affluent individuals and businesses.
In 2011, Kirk won “The Next Great Investing Columnist” competition with MarketWatch.com, which is a subsidiary of America’s largest financial publisher — the Wall Street Journal and writes a weekly column.
Kirk also writes company analysis for the Motley Fool which is America’s third largest financial publisher. He has appeared on Fox Business and is a recurring guest and co-host on Tom Matt’s radio show “Boomers Rock.”
In 2012, Kirk became a board member for Milwaukee Wealth Builders which is dedicated to bringing effective wealth building and wealth management strategies to middle Americans in Greater Milwaukee. In 2013, he was named a “Five Star Wealth Manager.”
As a past member of the Institute of World Affairs Mr. Spano has been involved in discussions regarding global finance, economics, and politics. Kirk will be finishing his first book in 2013 directed at the helping the baby boom generation transition to the next phase of their dynamic lives in conjunction with Boomers Rock. He is scheduled to release a book titled “The American Resource Boom” in 2014 and has launched The American Resource Boom Letter which can be found at AmericanResourceBoom.com.
Following the advice of his first landlord to learn from those who have already done, Kirk emulates the financial methods of the greatest investors in the world, not the sales driven financial industry.
Kirk is a big baseball fan sharing season tickets for the Milwaukee Brewers, having coached little league and still playing and managing local men’s amateur baseball. He was the Commissioner of the Milwaukee Baseball League for nine years from 2004-12. Most important in Kirk’s life are his two wonderful children. Over the past decade he and his children have taken multiple road trips across American seeing the nation from the ground up, which they have dubbed - Freedom Tours.
Visit Kirk’s profile at Linked In.