Kevin KlicknaCRD Number: 5640324
Current Firm: Iams Wealth Management, LLC
Kevin Klickna (CRD# 5640324) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Rochester, IL and has over 4 years of experience in the finance industry.
Private Advisor Group, LLC
Horace Mann Investors, Inc.
Equitable Advisors, LLC
|Iams Wealth Management, LLC||Omaha, NE||May 2021 - Current||2|
|Independent Insurance Agent||Rochester, IL||May 2021 - Current||2|
|Equitable Advisors, LLC||New York, NY||Dec 2012 - Apr 2021||8|
|Axa Advisors, LLC||New York, NY||Dec 2012 - Jun 2020||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2019|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management153MILLIONS
Total Number of Accounts1,344ACCOUNTS
Average Account Value$113,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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