Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kreilach is a financial advisor with over 30 years of experience in the industry. He has been with LPL Financial LLC since June 2023. Prior to that, Kevin was a financial advisor with Cambridge Investment Research, Inc. for 18 years. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional. He is registered as a broker-dealer in 27 states and as an investment advisor in 2 states. Kevin is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
06/21/2023 - Present
LPL Financial LLC (FORT WAYNE IN)
IN
05/19/2005 - 06/29/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT WAYNE IN)
FL
06/14/2002 - 05/20/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
12/14/2000 - 06/26/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 06/26/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/31/2000 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
06/04/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
OH
08/17/1998 - 04/14/1999
AAG SECURITIES, INC. (CINCINNATI OH)
IN
08/30/1993 - 07/13/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/30/1993 - 07/13/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 04/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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