Kevin Wallace
Kevin Wallace is a registered investment advisor at Cetera Investment Advisers LLC, based in Oak Forest, IL, with 6 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14930 South Cicero Avenue, Suite 1B, Oak Forest, IL, 60452
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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
Kevin is an insurance agent with Avantax Insurance Agency and/or Avantax Insurance Services, providing insurance to clients as part of their financial plans, dedicating a few hours per week. He also serves as Village President of Bartlett and as a Financial Professional with Wealth Management Reps, spending nearly full-time hours providing financial investment advice.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Edward Jones
Edward JonesBroker
State Registrations11 states
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