Kian Rafia is a registered investment advisor, based in Savoy, IL, with 6 years of industry experience.
Location
Savoy, IL
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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.
Learn about disclosures →Employment History
Current Registrations
Vestwell Securities, LLC
September 2025 - Present · 8 mos
Vestwell Securities, LLCBroker
September 2025 - Present · 8 mos
Vestwell Advisors LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Vestwell Advisors LLC
May 2024 - December 2024 · 7 mos
Assetmark Brokerage, LLCBroker
January 2021 - January 2024 · 3 yrs
Pardis
June 2019 - June 2024 · 5 yrs
National Planning CorporationBroker
November 2001 - January 2002 · 2 mos
State Registrations1 state
IL
Advisor
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Exams
No exam information available for this advisor.