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MD

Mary P. Deshong Kinkelaar

KINKELAAR & ASSOCIATES
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 4793676
MD

Professional summary

Mary P. Deshong Kinkelaar, who also goes by Mary Patricia Deshong, Mary Patricia Deshong Kinkelaar, Mary P. Kinkelaar, is a registered financial advisor currently at KINKELAAR & ASSOCIATES located in Chicago, Illinois.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mary has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mary Patricia Deshong | Mary Patricia Deshong Kinkelaar | Mary P. Kinkelaar

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 Mary P. Deshong Kinkelaar'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®
None

Experience

Current

May 20, 2004 - Present

KINKELAAR & ASSOCIATES

Office #1: 125 South Wacker Drive Suite 300, Chicago, IL 60606
RIA
CRD#: 131439
Chicago, IL

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
(5/20/2004)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/7/2004
Uniform Investment Adviser Law Examination

Current Firm

K&
KINKELAAR & ASSOCIATES
DESHONGKINKELAAR, MARY P | KINKELAAR & ASSOCIATES

CRD#: 131439 / SEC#:

Illinois
Registered Investment Advisory firm - (5/20/2004 Approved)
Ohio
Registered Investment Advisory firm - (4/21/2010 Approved)
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Contact information

Main Address
125 South Wacker Drive Suite 300, Chicago, IL 60606
Mailing Address
Phone number
(800) 716-0674
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

KINKELAAR & ASSOCIATES

CRD#: 131439Chicago, IL 60606

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