EK
Evan S. Kakis
KAKIS FINANCIAL SERVICES
DES PLAINES, IL 60018
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CRD#: 5450658
EK
Professional summary
Evan Stanley Kakis is a registered financial advisor currently at KAKIS FINANCIAL SERVICES INC. located in Des Plaines, Illinois.
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Evan has worked at 1 firm and has passed the Series 65 exam.
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.
EVAN S. KAKIS LTD - NON INVESTMENT RELATED
2268 S RIVER RD, DES PLAINES IL, 60018
CPA, ACCOUNTING, TAX AND BUSINESS CONSULTING
PRESIDENT, 45 HOURS PER WEEK ----------
PAYROLL SOLUTIONS AND SERVICES INC. NON INVESTMENTS RELATED, 2268 S RIVER RD, DES PLAINES IL 60018, PAYROLL PROCESSING SERVICE,
PRESIDENT , 2 HOURS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Evan Stanley Kakis'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®
NoneExperience
Current
March 28, 2008 - Present
KAKIS FINANCIAL SERVICES INC.
Office #1: 2268 S River Rd, Des Plaines, IL 60018RIA
CRD#: 142741
DES PLAINES, 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(3/28/2008)
Current Firm
KF
KAKIS FINANCIAL SERVICES INC.
KAKIS FINANCIAL SERVICES INC.
CRD#: 142741 / SEC#:
Illinois
Registered Investment Advisory firm - (3/28/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2268 S River Rd, Des Plaines, IL 60018
Mailing Address
Phone number
(847) 827-7141
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 45,971,648 |
Red Flags
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