Kiley A Johansen

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2017
  Florida Atlantic University
  Boca Raton, FL
• 01/2016 → 09/2016
  Unemployed
  Medellin
• 09/2016 → 03/2020
  The Atlantic Grille
  Delray Beach, FL
• 10/2019 → 12/2025
  United Capital Financial Advisors, Llc
  Irving, TX
• 01/2026 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-09-12

Designations

• Certified Financial Planner

Other Names

• Kiley Ann Johansen