![Kian Rafia, financial advisor Savoy IL](/img/ws/profile-blank-sq.png)
Kian Rafia (CRD# 4475395) is an Investment Advisor Representative working at Vestwell Advisors LLC in Savoy, IL and has over 22 years of experience in the finance industry.
![Stephanie Abernathy, financial advisor Savoy IL](/img/ws/profile-blank-sq.png)
CRD# 4204391
Northwestern Mutual Investment Services,llc
![Theresa Adams, financial advisor Savoy IL](/img/ws/profile-blank-sq.png)
CRD# 2667464
Northwestern Mutual Investment Services,llc
![Pamela Adkins, financial advisor Savoy IL](/img/ws/profile-blank-sq.png)
CRD# 5638945
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Vestwell Advisors | New York, NY | May 2024 - Current | < 1 |
Assetmark Financial Holdings, Inc. | Savoy, IL | Aug 2020 - Current | 3 |
Pardis LLC | Carlsbad, CA | Apr 2019 - Current | 5 |
Assetmark Brokerage, LLC | Savoy, IL | Aug 2020 - May 2024 | 3 |
Morningstar | Chicago, IL | Jun 2018 - Aug 2019 | 1 |
Independent Financial Group | San Diego, CA | Apr 2015 - May 2018 | 3 |
Lpl Financial | San Diego, CA | Jul 2010 - May 2018 | 7 |
Cetera | El Segundo, CA | Jul 2010 - Dec 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2001 |
S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- CA
- IL
- NY
-
Total Assets Under Management280MILLIONS
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Total Number of Accounts18,855ACCOUNTS
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Average Account Value$14,824
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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