KC
KC

Kevin Cadagin

21 Years of Experience
Glen Carbon, IL
BrokerSells Insurance

Kevin Cadagin is a registered investment advisor at Commonwealth Financial Network, based in Glen Carbon, IL, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

6 Ginger Creek Parkway, Glen Carbon, IL, 62034

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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

Kevin is an insurance agent selling fixed insurance products through Cadagin & Prosser Financial Group, taking minimal time. He is also a co-owner of Cadagin & Prosser Financial Group, Inc. and a member/co-owner of two real estate holding companies, G.C. Meadows, LLC and CBH Holdings, LLC.

Employment History
Current Registrations
Commonwealth Financial Network
August 2014 - Present · 11 yrs 11 mos
Commonwealth Financial NetworkBroker
August 2014 - Present · 11 yrs 11 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
September 2007 - August 2014 · 6 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2007 - August 2014 · 6 yrs 11 mos
Edward Jones
June 2007 - September 2007 · 3 mos
Edward JonesBroker
September 2004 - September 2007 · 3 yrs
State Registrations25 states
ALAZCACTDEFLGAIAILINKSKYLAMNMOMSMTNCNJNVNYOKSCTNTX
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.