Kcs Wealth Advisory

Kcs Wealth Advisory (CRD# 169846) is a financial advisory firm headquartered in Los Angeles, CA. They manage $240,719,789 in 752 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    241
    MILLION
  • Total Number of Accounts
    752
    ACCOUNTS
  • Average Account Value
    $320,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Kcs Wealth Advisory
Showing 1 - 6 of 6 top financial advisors.
1
Scott C. Gaynor
CRD#: 5806345
11150 W. Olympic Blvd., Suite 790, Los Angeles, CA 90064

Scott Gaynor (CRD# 5806345) is an Investment Advisor Representative working at Kcs Wealth Advisory in Los Angeles, CA and has over 7 years of experience in the finance industry. Scott Gaynor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Laura A. Gilman
CRD#: 4262907
11150 W. Olympic Blvd., Suite 790, Los Angeles, CA 90064

Laura Gilman (CRD# 4262907) is an Investment Advisor Representative working at Kcs Wealth Advisory in Los Angeles, CA and has over 19 years of experience in the finance industry. Laura Gilman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nick V. Nejad
CRD#: 6787338
11150 W. Olympic Blvd., Suite 790, Los Angeles, CA 90064

Nick Nejad (CRD# 6787338) is an Investment Advisor Representative working at Kcs Wealth Advisory in Los Angeles, CA and has 1 year of experience in the finance industry.

4
Jodi B. Phillips
CRD#: 2940527
Sherman Oaks, CA

Jodi Phillips (CRD# 2940527) is an Investment Advisor Representative working at Kcs Wealth Advisory in Sherman Oaks, CA and has 1 year of experience in the finance industry.

5
Katrina S. Soelter
CRD#: 6243614
11150 W. Olympic Blvd., Suite 790, Los Angeles, CA 90064

Katrina Soelter (CRD# 6243614) is an Investment Advisor Representative working at Kcs Wealth Advisory in Los Angeles, CA and has over 6 years of experience in the finance industry. Katrina Soelter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kenneth B. Waltzer
CRD#: 4835120
11150 W. Olympic Blvd., Suite 790, Los Angeles, CA 90064

Kenneth Waltzer (CRD# 4835120) is an Investment Advisor Representative working at Kcs Wealth Advisory in Los Angeles, CA and has over 15 years of experience in the finance industry. Kenneth Waltzer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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