Shakir Kaka is a registered investment advisor, based in Zanesville, OH, with 20 years of industry experience.
Location
3983 Northpointe Dr, Suite 2, Zanesville, OH, 43701
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Shakir is a financial advisor at Attain Wealth Partners, providing holistic financial planning, and spends nearly full-time on this. He is also an owner/member of W.K.T.B. LLC, an entity for tax purposes related to Attain Wealth Partners, dedicating a few hours per week.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations29 states
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