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Brian Anthony Bouillet

Kcpag Financial Advisors LLC

Vincennes, IN

CRD 5518362

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Employer firm

Kcpag Financial Advisors LLC CRD 117491

$23.1M regulatory AUM 2,624 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kcpag Financial Advisors Llc

1619 W. Main Street P. O. Box 529, Robinson, IL 62454 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-10-31
IL RA APPROVED 2011-12-20
IN RA APPROVED 2008-07-09
  • FL RA
    APPROVED
    Since 2014-10-31
  • IL RA
    APPROVED
    Since 2011-12-20
  • IN RA
    APPROVED
    Since 2008-07-09

Branch Locations

802 Old Wheatland Rd, Vincennes, IN 47591 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Vincennes IN 05/2008 05/2019
Kemper Capital Management Llc Vincennes IN 04/2008 Present
Shaker Prairie Shop Vincennes IN 02/1987 Present
Kcpag Financial Advisors Llc Vincennes IN 07/2008 Present
Kcpag Insurance Services Llc Vincennes IN 04/2008 Present
  • 05/2008 → 05/2019
    Securities America, Inc.
    Vincennes, IN
  • 04/2008 → Present
    Kemper Capital Management Llc
    Vincennes, IN
  • 02/1987 → Present
    Shaker Prairie Shop
    Vincennes, IN
  • 07/2008 → Present
    Kcpag Financial Advisors Llc
    Vincennes, IN
  • 04/2008 → Present
    Kcpag Insurance Services Llc
    Vincennes, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-07
  • S66 Uniform Combined State Law Examination
    2008-07-07

View on SEC IAPD

Nearby Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Jack David Skinner
Leslie Anne Funk
David Benson Skinner

Nearby Offices

EDWARD JONES · VINCENNES, IN
CETERA INVESTMENT ADVISERS LLC · VINCENNES, IN
EDWARD JONES · VINCENNES, IN

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