Financial ADVSR advisor directory · SEC adviser records
Kai Wealth LLC financial advisors in Illinois
Every SEC-registered investment adviser representative at a Kai Wealth LLC office in Illinois, by city and A to Z.
The short answer
3 registered advisors work at Kai Wealth LLC in Illinois, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Chicago (3). 0 list the CFP designation and 0 are also registered broker representatives.
Kai Wealth LLC advisors by city in Illinois
Every firm in Illinois →Kai Wealth LLC advisors in Illinois, A to Z
Search by name →- Matthew DaleChicago
- Cem A. KarsanChicago
- Marcin A. SzczepaniakChicago
Kai Wealth LLC advisors in every state →Kai Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Kai Wealth LLC financial advisors are in Illinois?
3 investment adviser representatives are registered at Kai Wealth LLC offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Illinois does Kai Wealth LLC have the most advisors?
Chicago, with 3. Kai Wealth LLC has advisors in 1 city in Illinois.
How do I check a Kai Wealth LLC advisor in Illinois?
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 Kai Wealth LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.