RK
CFP
RK
CFP

Robert Kadilak

42 Years of Experience
Aliquippa, PA
BrokerSells Insurance

Robert Kadilak is a CFP-designated registered investment advisor, based in Aliquippa, PA, with 42 years of industry experience.

Location

131 Pleasant Dr, Ste 2U, Aliquippa, PA, 15001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is an advisory board member for Beaver County Rehabilitation Center and an agent/broker for Greater Allegheny Insurance Agency Inc, each requiring minimal time. He also owns Greater Allegheny Financial Group, LLC, a financial services business, dedicating full-time hours to it.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
January 2012 - August 2023 · 11 yrs 7 mos
Securian Financial Services, INC.Broker
June 1994 - August 2023 · 29 yrs 2 mos
Metlife Securities INC.Broker
October 1986 - July 1994 · 7 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
May 1983 - July 1994 · 11 yrs 2 mos
State Registrations23 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Kadilak - Financial Advisor | TrueAdvisor