Robert Kadilak, financial advisor Aliquippa PA
96 score

Robert Kadilak

CRD Number: 1122486
Current Firm: Securian Financial Services, Inc.

Robert Kadilak (CRD# 1122486) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Aliquippa, PA and has over 29 years of experience in the finance industry. Robert Kadilak 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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Professional Designations
Company Name Location Dates Years
Beaver Rehabilitation Center New Brighton, PA May 2003 - Current 13
Greater Allegheny Ins Aliquippa, PA Jun 2000 - Current 16
Minnesota Life Insurance Company St Paul, MN Jun 1994 - Current 22
Securian Financial Services, Inc. St Paul, MN Jun 1994 - Current 22
Holland Mortgage Group, LLC Pittsburgh, PA Sep 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Robert S. Kadilak
Phone Number: 651-665-5609
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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