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Charles Keith Kiker

Wealth Management Group, LLC

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About Charles Keith Kiker

Charles Kiker is a financial advisor registered with Wealth Management Group, LLC and has been in the industry since 1993. Charles has worked with several firms throughout his career, including MML Investors Services, LLC, Northwestern Mutual Investment Services, Inc., and Robert W. Baird & Co. Incorporated. Charles is registered in 26 states and offers a variety of services including financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Charles Kiker is currently registered with Wealth Management Group, LLC. Wealth Management Group, LLC is an investment advisor headquartered in Inverness, Illinois, with over $660 million in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, charitable organizations, corporations, and pension plans. Their team includes 10 licensed agents, 30 investment advisor representatives, and 28 registered representatives.
Wealth Management Group, LLC

1605 WEST COLONIAL PARKWAY

INVERNESS, IL 60067

$660.29M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Kiker’s Registration & Firm History

IL

11/01/2024 - Present

Wealth Management Group, LLC (INVERNESS IL)

IL

08/11/1995 - 05/21/2014

MML INVESTORS SERVICES, LLC (GLEN ELLYN IL)

WI

01/12/1994 - 07/19/1995

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

WI

09/16/1993 - 07/19/1995

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 01/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/1998

Series 7 - General Securities Representative Examination

BC

Issued 01/11/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Keith Kiker.
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