Invested Better
Unclaimed

Unclaimed

Unclaimed

Kaia Jade Hillmann

Assetmark Brokerage, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kaia? Claim Your Profile

About Kaia Jade Hillmann

Kaia Jade Hillmann is a financial professional with experience in the financial services industry. Kaia is currently registered with Assetmark Brokerage, LLC in Arizona. Kaia holds the Series 63, Series 6TO, and SIE licenses. Kaia has previous experience with Vanguard Marketing Corporation.

Firm Information

Kaia Hillmann is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kaia Hillmann’s Registration & Firm History

AZ

04/28/2021 - Present

Assetmark Brokerage, LLC (Phoenix AZ)

AZ

07/31/2020 - 04/15/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

Not sure if Kaia Jade Hillmann is right for you?

Licenses & Designations

BC

Issued 08/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaia Jade Hillmann.
Not sure if Kaia Jade Hillmann is right for you?