Kalen Darling, financial advisor Modesto CA

Kalen Darling

CRD Number: 7276510
Current Firm: Mraz And Associates

Kalen Darling (CRD# 7276510) is an Investment Advisor Representative working at Mraz And Associates in Modesto, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Michael Abram, financial advisor Modesto CA
Michael T. Abram
CRD# 6469228
Integral Wealth Management
Similar Advisors
Geoffrey Akers, financial advisor Modesto CA
Geoffrey M. Akers
CRD# 4839551
Valic Financial Advisors, Inc.
Similar Advisors
Sharon Amick, financial advisor Modesto CA
Sharon T. Amick
CRD# 4282201
Edward Jones
Company Name Location Dates Years
Mraz Amerine & Associates Inc. Modesto, CA Jul 2020 - Current 3
Mraz Amerine & Associates Inc. Modesto, CA Nov 2019 - Jul 2020 < 1
Balboa Capital San Ramon, CA Aug 2019 - Nov 2019 < 1
California State University Monterey Bay, CA Oct 2017 - Oct 2019 2
Oakdale Swim Team Oakdale, CA Apr 2018 - Aug 2019 1
Unemployed Oakdale, CA Apr 2017 - Oct 2017 < 1
University Of The Pacific Stockton, CA Aug 2016 - Apr 2017 < 1
Spokane Area Swimming Spokane, WA Nov 2012 - Aug 2016 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Kalen A. Darling
Phone Number: (209) 593-5870
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    653
    MILLIONS
  • Total Number of Accounts
    1,410
    ACCOUNTS
  • Average Account Value
    $462,775
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
Types of Clients
Registered States

CA, NV, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.