Kevin Klickna, financial advisor Rochester IL

Kevin Klickna

CRD Number: 5640324
Current Firm: Iams Wealth Management, LLC

Kevin Klickna (CRD# 5640324) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Rochester, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Iams Wealth Management, LLC Omaha, NE May 2021 - Current 1
Independent Insurance Agent Rochester, IL May 2021 - Current 1
Equitable Advisors, LLC New York, NY Dec 2012 - Apr 2021 8
Axa Advisors, LLC New York, NY Dec 2012 - Jun 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S66 NASAA Uniform Combined State Law Examination Jun 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin D. Klickna
Phone Number: (888)255-7670
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    1,202
    ACCOUNTS
  • Average Account Value
    $102,001
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, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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