LA
LA

Lewis Affetto

16 Years of Experience
Elmhurst, IL
BrokerSells Insurance

Lewis Affetto is a registered investment advisor, based in Elmhurst, IL, with 16 years of industry experience.

Location

132 N York St Ste 1A, Elmhurst, IL, 60126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Lewis is a partner and wealth advisor at Affetto Wealth Management and Coltiva Wealth Planning Partners, and a wealth advisor at Kestra Advisory Services, LLC, spending about half his time on these activities. He also owns Bernard A. Affetto & Co., an accounting services business, taking nearly full-time hours, and is involved in other activities including a charitable foundation and board position.

Employment History
Current Registrations
Kestra Advisory Services, LLC
October 2021 - Present · 4 yrs 7 mos
Kestra Investment Services, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
November 2011 - October 2021 · 9 yrs 11 mos
Hornor, Townsend & Kent, LLCBroker
December 2009 - October 2021 · 11 yrs 10 mos
State Registrations4 states
AZFLILIN
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.
Lewis Affetto - Financial Advisor | TrueAdvisor