Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Edward Dawrant

Wealth Management Group, LLC

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

About Kevin Edward Dawrant

Kevin Dawrant is a financial advisor with Wealth Management Group, LLC. Kevin has been working in the financial services industry since 2018. Kevin holds the Series 66, 7TO and SIE licenses. Kevin specializes in providing financial advice to individuals, high net worth individuals, charitable organizations and pension and profit sharing plans.

Firm Information

Kevin Dawrant 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

percentage of assets

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

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.

Kevin Dawrant’s Registration & Firm History

IL

10/17/2024 - Present

Wealth Management Group, LLC (INVERNESS IL)

IL

12/27/2018 - 11/15/2019

VALMARK SECURITIES, INC. (SCHAUMBURG IL)

Not sure if Kevin Edward Dawrant is right for you?

Licenses & Designations

BOTH

Issued 01/29/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2018

Series 7TO - General Securities Representative Examination

BC

Issued 12/27/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Edward Dawrant.
Not sure if Kevin Edward Dawrant is right for you?