CK
CFP
CK
CFP

Charles Keith Kiker

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
9,453 clients
Average Client Portfolio
$367K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1605 West Colonial Parkway, Inverness, IL, 60067

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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

Charles is a partner (50%) at Esposito Kiker & Associates, managing the team, and also sells life, disability, long-term care, and fixed annuities. He also serves as a trustee for an Irrevocable Life Insurance Trust, managing correspondence related to the trust and its life insurance policies.

Employment History
Current Registrations
Vestgen Advisors, LLC
November 2024 - Present · 1 yr 3 mos
Private Client Services, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Commonwealth Financial NetworkBroker
May 2014 - November 2024 · 10 yrs 6 mos
Commonwealth Financial Network
May 2014 - November 2024 · 10 yrs 6 mos
Ek&a
August 2001 - December 2024 · 23 yrs 4 mos
MML Investors Services, LLC
March 1999 - May 2014 · 15 yrs 2 mos
MML Investors Services, LLCBroker
August 1995 - May 2014 · 18 yrs 9 mos
Northwestern Mutual Investment Services, INC.Broker
January 1994 - July 1995 · 1 yr 6 mos
Robert W. Baird & CO. IncorporatedBroker
September 1993 - July 1995 · 1 yr 10 mos
State Registrations16 states
AZCACOCTFLILINMDMONJOHPATXUTVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Charles Keith Kiker - Financial Advisor | TrueAdvisor