Kevin O`laughlinCRD Number: 3268493
Current Firm: Cahill Financial Advisors, Inc.
Kevin O`laughlin (CRD# 3268493) is an Investment Advisor Representative working at Cahill Financial Advisors, Inc. in Edina, MN and has over 18 years of experience in the finance industry. Kevin O`laughlin 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.
Osaic Wealth, Inc.
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|Cahill Financial Advisors, Inc.||Edina, MN||Mar 2017 - Current||6|
|Gen Financial Management, Inc.||Plymouth, MN||Jul 2014 - Mar 2017||2|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Jun 2014||1|
|Affiance Financial||St Louis Park, MN||Nov 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2005|
Total Assets Under Management1,101MILLIONS
Total Number of Accounts3,978ACCOUNTS
Average Account Value$276,651
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KS, MN, MO, ND, NE, NY, OH, OK, OR, TN, TX, WA, WI
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