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Kcpag Financial Advisors LLC CRD 117491
$23.1M regulatory AUM 2,624 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1619 W. Main Street P. O. Box 529, Robinson, IL 62454 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-01-13 |
Branch Locations
3401 Professional Park Drive, Marion, IL 62959 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kemper Capital Management, Llc | Marion | IL | 08/2003 | Present |
| Securities America Inc. | Mt Vernon | IL | 08/2005 | 05/2019 |
| Kcpag Financial Advisors, Llc | Marion | IL | 01/2015 | Present |
| Kcpag Insurance Services Llc | Marion | IL | 02/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-11 |
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