Kevin Koykar, financial advisor Inverness IL
96 score

Kevin Koykar

CRD Number: 5569907
Current Firm: Gradient Advisors, LLC

Kevin Koykar (CRD# 5569907) is an Investment Advisor Representative working at Gradient Advisors, LLC in Inverness, IL and has over 8 years of experience in the finance industry. Kevin Koykar 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
Gradient Advisors, LLC Ardens Hills, MN Jan 2016 - Current < 1
Draper And Kramer Mortgage Corp Dba 1st Advantage Mortgage Lombard, IL Jun 2009 - Current 7
Edward Jones St. Louis, MO Jan 2015 - Dec 2015 < 1
Country Financial/country Capital Management Bloomington, IL Jun 2013 - Dec 2014 1
Dimeo Schneider And Associates, LLC Chicago, IL Oct 2012 - Jun 2013 < 1
Smart Divorce Solutions Schaumburg, IL Apr 2011 - Oct 2012 1
Genworth Financial Securities Corp/genworth Financial Advisers C Lombard, IL Jun 2009 - Oct 2012 3
State Farm Insurance Oak Brook, IL Jul 2008 - Jun 2009 < 1
State Farm Vp Management Corp Oak Brook, IL Jul 2008 - Jun 2009 < 1
First Class Financial Services, Inc. Schaumburg, IL Oct 1996 - Jul 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
Contact Info for Kevin P. Koykar
Phone Number: 877-885-0508
Registered State(s):
  • CA
  • IL
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $33,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, 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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