Kevin S. Seibert

BALANCE FINANCIAL SERVICES

BARRINGTON, IL

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CRD#: 1200692

Professional summary

Kevin Stark Seibert, CFP® is a registered financial advisor currently at BALANCE FINANCIAL SERVICES, INC. located in Barrington, Illinois.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Kevin has worked at 3 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Stark Seibert's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 10, 1998 - Present

BALANCE FINANCIAL SERVICES, INC.

RIA

CRD#: 116586

BARRINGTON, IL

Past

February 1, 1988 - February 7, 1989

MARSH & MCLENNAN SECURITIES CORPORATION

CRD#: 556

Past

December 14, 1983 - August 10, 1987

CITISTREET EQUITIES LLC

CRD#: 7447

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/10/1998)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/29/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 12/13/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BALANCE FINANCIAL SERVICES, INC.

CRD#: 116586 / SEC#:

Illinois

Registered Investment Advisory firm - (1/10/1989 Approved)

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Contact information

Main Address

Barrington, IL

Mailing Address

Phone number

(847) 382-9032

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 9,461,145

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin S. Seibert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Stark Seibert's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALANCE FINANCIAL SERVICES, INC.

MARSH & MCLENNAN SECURITIES CORPORATION

CITISTREET EQUITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/1999

Series 6

Date: 12/13/1983

Current Firm

BALANCE FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BALANCE FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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