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Kevin Adam Takinen

World Investment Advisors, LLC

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About Kevin Adam Takinen

Kevin Takinen is an investment advisor representative with World Investment Advisors, LLC. Kevin is licensed to provide investment advice in Arizona and Texas. Kevin has been in the financial industry for over 15 years. Kevin is a Series 6, 63, and 65 licensed investment advisor representative. Kevin is affiliated with World Investment Advisors, LLC, which is a Registered Investment Advisor with over 11,973 client accounts.

Firm Information

Kevin Takinen is currently registered with World Investment Advisors, LLC. World Investment Advisors, LLC is an investment advisor headquartered in Santa Barbara, California. The firm provides a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 190 investment advisor representatives and manage over $37 billion in assets for clients including pension and profit sharing plans, individuals, charitable organizations, corporations, and pooled investment vehicles.
World Investment Advisors, LLC

24 E. COTA STREET

SANTA BARBARA, CA 93101

$37.76B

Assets Under Management

5

Total Clients

238

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kevin Takinen’s Registration & Firm History

AZ

10/17/2022 - Present

World Investment Advisors, LLC (Tempe AZ)

AZ

09/12/2007 - 09/15/2016

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 11/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Adam Takinen.
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