Kimberly E Wirtz
Investment Adviser Representative at JOHN E. Sestina AND Company
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kimberly E. Wirtz is an investment adviser representative with JOHN E. Sestina and Company in Strongsville, OH, where they have been registered since 2016, the year they entered the securities industry. They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- John E. Sestina and CompanyJan 2005 – no end date reportedColumbus, OH
- MTBW, LLCJan 2005 – no end date reportedColumbus, OH
- MTBW, LLCJun 2016 – no end date reportedColumbus, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JOHN E. Sestina AND Company
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full-Service Financial Planning covering retirement planning, tax strategies, cash flow, debt management, estate planning, and insurance analysis; and Individual Portfolio Management including customized investment strategies, ongoing monitoring, and portfolio rebalancing.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Columbus, OH
- Founded:
- 1965
- SEC file number:
- 801-44151
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 4, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kimberly E Wirtz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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