Best Investors Account Sign in

Kaden Patrick Kubisz

Equitable Advisors, LLC

Milwaukee, WI

Milwaukee, WI

CRD 7854596

Claim This Profile
Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-03-19
  • WI RA
    APPROVED
    Since 2024-03-19

Branch Locations

Milwaukee, WI • United States

111 East Kilbourn Avenue Suite 800, Milwaukee, WI 53202 • 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
Equitable Advisors, Llc New York NY 01/2024 Present
Wealthspire Advisors Milwaukee WI 06/2022 07/2022
University Of Wisconsin Madison Madison WI 09/2021 08/2023
Gastraus Golf Center Oak Creek WI 05/2021 08/2021
Playpen Sports Wauwatosa WI 04/2021 08/2021
Bryant And Stratton College Wauwatosa WI 09/2019 01/2021
Sabrosa Cafe And Gallery Milwaukee WI 09/2019 01/2021
Boys And Girls Club Of Greater Milwaukee Milwaukee WI 05/2017 08/2017
Cudahy High School Cudahy WI 08/2016 05/2019
Unemployed Milwaukee WI 06/2019 08/2019
Unemployed Milwaukee WI 09/2023 12/2023
  • 01/2024 → Present
    Equitable Advisors, Llc
    New York, NY
  • 06/2022 → 07/2022
    Wealthspire Advisors
    Milwaukee, WI
  • 09/2021 → 08/2023
    University Of Wisconsin Madison
    Madison, WI
  • 05/2021 → 08/2021
    Gastraus Golf Center
    Oak Creek, WI
  • 04/2021 → 08/2021
    Playpen Sports
    Wauwatosa, WI
  • 09/2019 → 01/2021
    Bryant And Stratton College
    Wauwatosa, WI
  • 09/2019 → 01/2021
    Sabrosa Cafe And Gallery
    Milwaukee, WI
  • 05/2017 → 08/2017
    Boys And Girls Club Of Greater Milwaukee
    Milwaukee, WI
  • 08/2016 → 05/2019
    Cudahy High School
    Cudahy, WI
  • 06/2019 → 08/2019
    Unemployed
    Milwaukee, WI
  • 09/2023 → 12/2023
    Unemployed
    Milwaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-15
  • S66 Uniform Combined State Law Examination
    2024-03-15
Other Names
  • Kaden Kubisz

View on SEC IAPD

More in Milwaukee, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor