Kevin K. Cheeks
Professional summary
Kevin Kenyatta Cheeks, CFP® is a registered financial advisor currently at IMPACTFI located in San Francisco, California.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kevin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Kenyatta Cheeks's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
March 25, 2022 - Present
IMPACTFI
February 25, 2020 - March 23, 2022
ECHO45 ADVISORS LLC
August 13, 2013 - March 5, 2020
CHARLES SCHWAB & CO., INC.
August 12, 2013 - March 5, 2020
CHARLES SCHWAB & CO., INC.
January 3, 2011 - July 23, 2013
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - July 23, 2013
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2005 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
November 12, 2004 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/25/2022)
Exams
Current Firm
IMPACTFI
CRD#: 319086 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 21,377,166 |
Red Flags
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