Ak Financial Group

Ak Financial Group (CRD# 130338) is a financial advisory firm headquartered in Irvine, CA. They manage $78,151,387 in 233 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $335,414
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ak Financial Group
Showing 1 - 6 of 6 top financial advisors.
1
Daniel J. Conard
CRD#: 5952626
6 Venture Suite 390, Irvine, CA 92618
93
Wealthminder
score

Daniel Conard (CRD# 5952626) is an Investment Advisor Representative working at Ak Financial Group in Irvine, CA and has over 6 years of experience in the finance industry.

2
Trent C. Huston
CRD#: 5549296
17742 Irvine Blvd., #200, Tustin, CA 92780
93
Wealthminder
score

Trent Huston (CRD# 5549296) is an Investment Advisor Representative working at Ak Financial Group in Tustin, CA and has over 9 years of experience in the finance industry.

3
Josiah D. Jennings
CRD#: 6031164
6 Venture Suite 390, Irvine, CA 92618
93
Wealthminder
score

Josiah Jennings (CRD# 6031164) is an Investment Advisor Representative working at Ak Financial Group in Irvine, CA and has over 6 years of experience in the finance industry.

4
Michael P. Ruiz
CRD#: 5006785
Carlsbad, CA
93
Wealthminder
score

Michael Ruiz (CRD# 5006785) is an Investment Advisor Representative working at Ak Financial Group in Carlsbad, CA and has over 12 years of experience in the finance industry.

5
Christine L. Hagen
CRD#: 1059139
6 Venture Suite 390, Irvine, CA 92618
76
Wealthminder
score

Christine Hagen (CRD# 1059139) is an Investment Advisor Representative working at Ak Financial Group in Irvine, CA and has over 26 years of experience in the finance industry. Christine Hagen 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.

6
Andrew C. Karlinski
CRD#: 1112156
6 Venture Suite 390, Irvine, CA 92618
66
Wealthminder
score

Andrew Karlinski (CRD# 1112156) is an Investment Advisor Representative working at Ak Financial Group in Irvine, CA and has over 31 years of experience in the finance industry. Andrew Karlinski 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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