Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikita? Claim Your ProfileNikita A. Kibardin is a financial advisor with Annex Wealth Management, LLC. Nikita has been in the financial services industry since 2008. Nikita is registered in Wisconsin and is licensed to provide investment advisory services. Nikita has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Nikita provides a variety of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and consultation for a fee.
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.
Consultation for a fee
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.
A percentage of the total value of assets under management is charged.
1
2
WI
03/22/2022 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
IL
05/07/2019 - 11/03/2020
U.S. BANCORP INVESTMENTS, INC. (FOX LAKE IL)
IL
08/05/2008 - 01/06/2009
NATCITY INVESTMENTS, INC. (VERNON HILLS IL)
BOTH
Issued 06/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/2021
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 02/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Nikita Kibardin is the right advisor for you? Invested Better is here to help.
