Kevin P. Koykar

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CRD#: 5569907

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.

Kevin P Koykar, CFP®, ChFC® was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 2008. Kevin had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

1) DBA Financial Clarity, LLC; Investment Related; 1626 W. Colonial Parkway 2nd Floor Inverness IL 60067; Marketing company & Financial services; Start date 12/2015 2) New American Funding; Investment Related; Downer Grove, IL 60515; Loan Originator; Agent; 6/9/2009; 80hrs/mo during trading; Mortgage Loans

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®

CFP^®

Certified Financial Planner

Start date: 2008

ChFC^®

Chartered Financial Consultant

Experience

Past

January 4, 2016 - January 2, 2025

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Inverness, IL

Past

January 2, 2015 - December 10, 2015

EDWARD JONES

RIA

CRD#: 250

CREST HILL, IL

Past

January 2, 2015 - December 10, 2015

EDWARD JONES

CRD#: 250

CREST HILL, IL

Past

July 1, 2013 - January 9, 2015

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

LEMONT, IL

Past

June 23, 2009 - October 26, 2012

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

LOMBARD, IL

Past

June 23, 2009 - October 26, 2012

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

LOMBARD, IL

Past

August 5, 2008 - June 30, 2009

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

OAK BROOK, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/9/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/10/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/4/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

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Contact information

Main Address

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126

Mailing Address

Phone number

(877) 885-0508

Established

Firm type

Fiscal year end

# of Employees

169

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 10-2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	3,222
AUM (Assets Under Management)	$ 218,611,410

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.

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Advisor Monitoring

Firm Stability Insights

Kevin P. Koykar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

COUNTRY CAPITAL MANAGEMENT COMPANY

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/9/2008

SIE

Date: 12/10/2015

Series 7

Date: 8/10/2009

Series 6

Date: 8/4/2008

Current Firm

GRADIENT ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRADIENT ADVISORS, LLC

TRUST BUT VERIFY

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