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.
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
CRD# 4478796
Krd Financial
Score
106
CRD# 3080178
Waddell & Reed
Score
104
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| 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 | 8 |
| 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 |
- CA
- IL
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts794ACCOUNTS
-
Average Account Value$33,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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
About Wealthminder
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.