MK
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Mary Kinkelaar

21 Years of Experience
Chicago, IL

Mary Kinkelaar is a registered investment advisor at Kinkelaar & Associates, based in Chicago, IL, with 21 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 92 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
92 clients
Average Client Portfolio
Not specified

Fee Structure

Kinkelaar & Associates does not manage investments. They provide investment advice and recommendations, but clients implement the advice themselves. Kinkelaar charges hourly or fixed fees for their services.

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Location

125 South Wacker Drive, Suite 300, Chicago, IL, 60606

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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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Employment History
Current Registrations
Kinkelaar & Associates
May 2004 - Present · 22 yrs
State Registrations1 state
IL
Advisor

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.