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.
While in college, Kirk interned at a leading local wealth management firm and became a licensed insurance agent. Once out of college, Mr. Spano worked with two different insurance companies where he quickly established himself, including being Rookie of the Year at his first company. Kirk has maintained his insurance practice while expanding into more complete wealth management for clients. In 2005 Kirk opened WisQuote Insurance Services, LLC to serve as his insurance outlet.
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 was one of the first local firms to embrace a new model of financial advice. In 2010, with a desire to take the next step in wealth management and 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.
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. Kirk writes for MarketWatch.com's Trading Deck, and other sections, on a regular basis. He also writes company analysis for the Motley Fool which is America's third largest financial publisher. Kirk has appeared on Fox Business and is a recurring guest 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.
As a past member of the Institute of World Affairs Mr. Spano has been involved in discussions regarding global finance, economics, and politics. He is scheduled to release a book titled "The American Resource Boom" in 2013 and has launched The American Resource Boom Letter which can be found at AmericanResourceBoom.com. He will be beginning a second 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.
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 and not the sales driven financial industry. In managing money, Kirk uses asset allocation strategies derived from those of Benjamin Graham, Warren Buffett's mentor, in order to adjust to the changing risks and opportunities in the world. He seeks to include undervalued assets and under appreciated growth investments for portfolios that offer both a margin of safety and potential for return. Recognizing that one man can only do so much, Mr. Spano partners with a handful of top money managers and other professionals in order to provide complete services for his clients.
Kirk emphasizes a holistic approach to wealth management designed to consider everything in life that your finances affect. He is driven by a desire to help people reach higher levels of financial freedom so that good people are free to do more good and enjoy their lives to the fullest.
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 whom he lives with in Muskego, Wisconsin. 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.
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