Kevin Klickna, financial advisor Rochester IL

Kevin Klickna

CRD 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.

Similar Advisors
Shane Adkins, financial advisor Rochester IL
Shane Adkins
CRD# 5991010
Private Advisor Group, LLC
Similar Advisors
William Anderson, financial advisor Rochester IL
William D. Anderson
CRD# 4361598
Horace Mann Investors, Inc.
Similar Advisors
Randy Armstrong, financial advisor Rochester IL
Randy B. Armstrong
CRD# 2402571
Equitable Advisors, LLC
Company Name Location Dates Years
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
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin D. Klickna
Phone Number: (888)255-7670
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $129,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.