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Kevin P (Mi Only) Oreilly

Ep Wealth Advisors

Torrance, CA

Phoenix, AZ

CRD 2236276

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Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-04
IL RA APPROVED 2023-11-06
NC RA APPROVED 2023-11-06
TX RA APPROVED 2023-11-06
  • CA RA
    APPROVED
    Since 2025-11-04
  • IL RA
    APPROVED
    Since 2023-11-06
  • NC RA
    APPROVED
    Since 2023-11-06
  • TX RA
    APPROVED
    Since 2023-11-06

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

4425 E Agave Road, Suite 132, Phoenix, AZ 85044 • 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
Foothills Financial Planning And Wealth Management Inc. Phoenix AZ 09/2008 Present
  • 09/2008 → Present
    Foothills Financial Planning And Wealth Management Inc.
    Phoenix, AZ
Previous Registrations
  • 2008-11-24 → 2023-10-23
    Foothills Financial Planning & Wealth Management, Llc
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-17
  • S65 Uniform Investment Adviser Law Examination
    2008-09-17
Designations
  • Certified Financial Planner
Other Names
  • Kevin P Oreilly

View on SEC IAPD

Nearby Firms

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STRATOS WEALTH PARTNERS, LTD

Nearby Investors

DAWN KIM
RYAN BOMERSBACK
Jordan Luke Opre

Nearby Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA

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