Ivan Havrylyan
CFP®Professional Summary
Ivan Havrylyan, CFP® is a registered financial advisor currently at OUTSIDE THE BOX FINANCIAL PLANNING, LLC located in Wheeling, Illinois. Ivan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ivan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Tax Planning
- Business Services
- Retirement Planning
- Health Care & Long-Term Care Planning
- Risk Management & Insurance
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Financial Planning
Specializations
Biography
Hi, I'm Ivan Havrylyan. I am a fee-only, fiduciary, Certified Financial Planner™? practitioner and I help people plan for their future, protect their nest egg, reduce their tax liability, and avoid challenges. Having worked as a financial planner since 2012, I have advised clients ranging from business owners, medical professionals, retirees, and high net worth individuals. My specialties include working with pre-retirees and retirees needing to turn their assets into a reliable stream of retirement...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
OUTSIDE THE BOX FINANCIAL PLANNING, LLC
Contact Information
Main Address
Wheeling, ILPhone Number
(312) 554-5889# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
78AUM (Assets Under Management)
$10,124,587Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/2/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ivan Havrylyan's CRS (Customer Relationship Summary).
Services Offered by Ivan
- Investment Management
- Tax Planning
- Business Services
- Retirement Planning
- Health Care & Long-Term Care Planning
- Risk Management & Insurance
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Financial Planning
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