Ivan Havrylyan

OUTSIDE THE BOX FINANCIAL PLANNING

Wheeling, IL

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CRD#: 6126509

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.

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 income. My wife is a nurse at Rush University Medical center and over the years I have learned how to maximize her employee benefits as well as unique challenges people in her profession face.

In my free time, I also love to CrossFit and have been able to give back to this community through volunteering and providing business planning resources to this unique group of entrepreneurs.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Small Business Planning

Retirement Planning

Elder Care

Insurance Planning

Social Security Planning

Estate Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Annuities

Baby Boomers

Investment Advice with Ongoing...

Medical Professionals

Retirement Planning & Distribu...

Tax Planning

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ivan Havrylyan'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 2, 2018 - Present

OUTSIDE THE BOX FINANCIAL PLANNING, LLC

RIA

CRD#: 290255

Wheeling, IL

Past

June 30, 2014 - November 10, 2017

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

PARK RIDGE, IL

Past

June 30, 2014 - November 10, 2017

SECURITIES AMERICA, INC.

CRD#: 10205

PARK RIDGE, IL

Past

July 9, 2013 - July 1, 2014

SPC

RIA

CRD#: 110692

PARK RIDGE, IL

Past

April 16, 2013 - July 1, 2014

SIGMA FINANCIAL CORPORATION

CRD#: 14303

PARK RIDGE, 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
(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

State Security Law Exam

IAR

Series 66

Date: 6/14/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/15/2013

General Securities Representative Examination

Current Firm

OUTSIDE THE BOX FINANCIAL PLANNING, LLC

CRD#: 290255 / SEC#:

Illinois

Registered Investment Advisory firm - (1/2/2018 Approved)

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Contact information

Main Address

Wheeling, IL

Mailing Address

Phone number

(312) 554-5889

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 7,832,578

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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Ivan Havrylyan

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ivan Havrylyan's CRS (Customer Relationship Summary).

Certified licenses

Experience

OUTSIDE THE BOX FINANCIAL PLANNING, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

SPC

SIGMA FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 6/14/2013

SIE

Date: 11/10/2017

Series 7

Date: 4/15/2013

Current Firm

OUTSIDE THE BOX FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OUTSIDE THE BOX FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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