Financial ADVSR advisor directory · SEC adviser records
Illumination Wealth Management financial advisors in California
Every SEC-registered investment adviser representative at a Illumination Wealth Management office in California, by city and A to Z.
The short answer
5 registered advisors work at Illumination Wealth Management in California, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (5). 3 list the CFP designation and 0 are also registered broker representatives.
Illumination Wealth Management advisors by city in California
Every firm in California →Illumination Wealth Management advisors in California, A to Z
Search by name →- Sara J. GawickSan Diego · Certified Financial Planner
- David KimSan Diego · Certified Financial Planner
- Kimberly G. NickelSan Diego · Certified Financial Planner
- Benjamin S. RinkeySan Diego
- Matthew S. RinkeySan Diego
Illumination Wealth Management advisors in every state →Illumination Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Illumination Wealth Management financial advisors are in California?
5 investment adviser representatives are registered at Illumination Wealth Management offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Illumination Wealth Management have the most advisors?
San Diego, with 5. Illumination Wealth Management has advisors in 1 city in California.
How do I check a Illumination Wealth Management advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Illumination Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.