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Kevin Kenyatta Cheeks

Impactfi

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About Kevin Kenyatta Cheeks

Kevin Kenyatta Cheeks is a financial advisor currently registered with Impactfi in San Francisco, CA. Kevin Cheeks has been in the industry for over 16 years and has experience with Charles Schwab & Co., Inc. and Wells Fargo Advisors, LLC. Kevin Cheeks holds the Series 66, SIE and Series 7 licenses and is a Certified Financial Planner. Impactfi is a financial advisory firm that has over $17 million in assets under management and provides advisory services to individuals and businesses. Kevin Cheeks specializes in financial planning, selection of other advisors and portfolio management for individuals.

Firm Information

Kevin Cheeks is currently registered with Impactfi. Impactfi is an investment advisor with 1 investment advisor representative. They manage $17,052,842 in assets, with $8,613,996 under discretionary management. They provide financial planning and portfolio management for individuals and selection of other advisors services. Their clients include high-net-worth individuals and individuals other than high-net-worth.

$17.05M

Assets Under Management

1

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Cheeks’s Registration & Firm History

CA

03/25/2022 - Present

Impactfi (SAN FRANCISCO CA)

CA

08/12/2013 - 03/05/2020

CHARLES SCHWAB & CO., INC. (San Francisco CA)

AZ

01/03/2011 - 07/23/2013

WELLS FARGO ADVISORS, LLC (PHOENIX AZ)

AZ

11/12/2004 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 12/21/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Kenyatta Cheeks.
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