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WK

Wonkyong Kim

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CRD#: 4218210
WK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Wonkyong Kim, who also goes by Wonkyong Don Kim, was a registered financial professional .

Wonkyong is a previously registered financial professional and started their career in finance in 2000. Wonkyong had worked at 4 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wonkyong Don Kim

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 24, 2014 - November 11, 2016

KLK CAPITAL MANAGEMENT LLC

RIA
CRD#: 170571
IRVINE, CA
Past

June 5, 2006 - June 30, 2006

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
NEW YORK, NY
Past

February 10, 2004 - October 12, 2004

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL
Past

October 31, 2003 - February 9, 2004

KING FINANCIAL SERVICES, INC.

BD
CRD#: 25843
EDISON, NJ
Past

April 29, 2003 - November 5, 2003

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL
Past

August 14, 2000 - May 6, 2003

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/12/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 10/9/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


KC
KLK CAPITAL MANAGEMENT LLC
KLK CAPITAL ADVISORS LLC | KLK CAPITAL MANAGEMENT LLC

CRD#: 170571 / SEC#: 801-80666

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Contact information


Main Address
2560 W Olympic Blvd Suite 303, Los Angeles, CA 90006
Mailing Address
Phone number
(801) 838-9999
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Part 2 Brochures

Regulatory assets under management


Total Number of Accounts283
AUM (Assets Under Management)$ 141,810,016

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/18/2023
Cover Page
11/17/2022
12/21/2021

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


KLK CAPITAL MANAGEMENT LLC

CRD#: 170571

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