Kevin MorkasselCRD Number: 5917634
Current Firm: Investment Centers Of America, Inc.
Kevin Morkassel (CRD# 5917634) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Carlyle and Aviston, IL and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Lpl Financial LLC
Oneamerica Securities, Inc.
|Investment Centers Of America||Carlyle, IL||Jul 2014 - Current||2|
|Edward Jones||Mt Vernon, MO||May 2011 - Current||6|
|Belle Rive Church Of Christ||Belle River, IL||Jan 2011 - Current||6|
|Salem Church Of Christ||Salem, IL||Mar 2007 - Current||10|
|Waukegan Church Of Christ||Waukegan, IL||Mar 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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)
- Educational seminars/workshops
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
One of my greatest pleasures is to help you reach important goals.
One of my greatest compliments is when you introduce me to family and friends.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with FNB Carlyle or First National Financial Advisors. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.