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Kevin Monheim

Dopkins Wealth Management, LLC

Williamsville, NY

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Current Employers
Dopkins Wealth Management, Llc

200 International Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-05
  • NY RA
    APPROVED
    Since 2026-06-05

Branch Locations

200 International Drive, Williamsville, NY 14221 • 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
Dopkins Wealth Management, Llc Buffalo NY 05/2026 Present
Jpmorgan Chase Bank Na Rochester NY 10/2022 05/2026
Jpmorgan Securities Llc Rochester NY 10/2022 05/2026
Paychex Rochester NY 07/2021 10/2022
Manning & Napier Advisors Llc Fairport NY 06/2015 06/2021
  • 05/2026 → Present
    Dopkins Wealth Management, Llc
    Buffalo, NY
  • 10/2022 → 05/2026
    Jpmorgan Chase Bank Na
    Rochester, NY
  • 10/2022 → 05/2026
    Jpmorgan Securities Llc
    Rochester, NY
  • 07/2021 → 10/2022
    Paychex
    Rochester, NY
  • 06/2015 → 06/2021
    Manning & Napier Advisors Llc
    Fairport, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-05
  • S66 Uniform Combined State Law Examination
    2022-11-05
Designations
Other Names
  • Kevin R Monheim
  • Kevin Raymond Monheim

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · WILLIAMSVILLE, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILLIAMSVILLE, NY
RABENOLD ADVISORS, INC. · WILLIAMSVILLE, NY
LPL FINANCIAL LLC · WILLIAMSVILLE, NY
LPL FINANCIAL LLC · WILLIAMSVILLE, NY
CETERA INVESTMENT ADVISERS LLC · WILLIAMSVILLE, NY
LPL FINANCIAL LLC · WILLIAMSVILLE, NY
LPL FINANCIAL LLC · WILLIAMSVILLE, NY

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