AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
KF

Kevan Karl Flanigan

DELOITTE CORPORATE FINANCE
LOS ANGELES, CA
·CRD# 4374936·25 years experience

Professional Summary

Kevan Karl Flanigan is a registered financial advisor currently at DELOITTE CORPORATE FINANCE LLC located in Los Angeles, California. Kevan is registered as a RR (Registered Representative) and started their career in finance in 2001. Kevan has worked at 1 firm and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

TORRANCE, CA · CRD#
View profile
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Years of Experience

25 years in the financial services industry

Current & Past Employments

DELOITTE CORPORATE FINANCE LLC·CRD# 111747
BD
555 W 5th St Suite 2700, Los Angeles, CA 90013-1010
August 15, 2001 - Present

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

Current Firm

DC
DELOITTE CORPORATE FINANCE LLC

DELOITTE & TOUCHE CORPORATE FINANCE LLC | DELOITTE CORPORATE FINANCE LLC

CRD#: 111747 / SEC#: 8-53196
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

111 S. Wacker Drive, Chicago, IL 60606-4301

Mailing Address

111 S. Wacker Drive, Chicago, IL 60606-4301

Phone Number

(213) 688-6560

Established

Delaware since 01/02/2001

Firm Type

Limited Liability Company

Fiscal Year End

May

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
DELOITTE CORPORATE FINANCE HOLDING LLCPARENT (SOLE MEMBER OF LLC)—
FLANIGAN, KEVAN KARLCHIEF COMPLIANCE OFFICER4374936
FRAME, WILLIAM HAMILTON PURVISCHIEF EXECUTIVE OFFICER4377290
RYAN, PATRICK JOSEPHCHIEF FINANCIAL OFFICER / FINOP4701737

Disclosures

Regulatory Event

3

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

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.

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alaska
(1/22/2002)
RR
Arizona
(9/5/2001)
RR
California
(8/29/2001)
RR
Colorado
(8/20/2001)
RR
Connecticut
(1/28/2022)
RR
Florida
(8/22/2001)
RR
Georgia
(9/26/2001)
RR
Hawaii
(1/22/2002)
RR
Idaho
(1/22/2002)
RR
Illinois
(9/17/2001)
RR
Indiana
(9/7/2001)
RR
Kansas
(1/22/2002)
RR
Kentucky
(2/13/2025)
RR
Massachusetts
(8/29/2001)
RR
Michigan
(8/16/2001)
RR
Minnesota
(8/23/2001)
RR
Missouri
(8/28/2001)
RR
Montana
(1/22/2002)
RR
Nevada
(1/22/2002)
RR
New Jersey
(1/22/2002)
RR
New Mexico
(1/23/2002)
RR
New York
(8/27/2001)
RR
North Carolina
(3/1/2018)
RR
Ohio
(8/21/2001)
RR
Oregon
(1/22/2002)
RR
Pennsylvania
(8/29/2001)
RR
Puerto Rico
(1/22/2002)
RR
Tennessee
(5/20/2025)
RR
Texas
(9/6/2001)
RR
Utah
(11/18/2009)
RR
Virginia
(6/27/2019)
RR
Washington
(11/18/2009)
RR
Wisconsin
(8/31/2001)
RR
Wyoming
(11/18/2009)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2001About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2001About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 2002About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Kevan Karl Flanigan's CRS (Customer Relationship Summary).

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Maria Zimiga
Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA · CRD#
KF
Follow Kevan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required