Investment adviser representative · Outside The Box Financial Planning, LLC
Ivan Havrylyan
CRD 6126509 · Wheeling, IL
At a glance
Ivan Havrylyan is an investment adviser representative with Outside The Box Financial Planning, LLC in Wheeling, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ivan’s SEC record dates to 2013, about 13 years ago.
Current advisory firm
- Outside The Box Financial Planning, LLCSince January 2018Wheeling, IL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ivan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.