1. Wealthminder
  2. Highland Park, IL
Kevin Stout, financial advisor Highland Park IL
90 score

Kevin Stout

CRD Number: 6289222
Current Firm: Insight Securities, Inc.

Kevin Stout (CRD# 6289222) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cgo Wealth Management, LLC Highland Park, IL Feb 2017 - Current 1
Insight Securities, Inc. Highland Park, IL Feb 2017 - Current 1
Morgan Stanley Smith Barney LLC Chicago, IL May 2015 - Jan 2017 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2017 2
Morgan Stanley Smith Barney LLC Chicago, IL Jan 2014 - May 2015 1
Unemployed Westmont, IL Oct 2013 - Dec 2013 < 1
Leveraged Capital LLC Chicago, IL May 2009 - Sep 2013 4
Federal Trading LLC Claredon Hills, IL May 2008 - Apr 2009 < 1
Wilkie Brown Brokers Chicago, IL May 2004 - Mar 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Kevin J. Stout
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $442,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, PR, SC, SD, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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