Nirmal Kartari

FINANCIAL SOLUTIONS

Skokie, IL 60077

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CRD#: 6599679

Professional summary

Nirmal Kartari, CFP®, who also goes by Niky Kartari, is a registered financial advisor currently at FINANCIAL SOLUTIONS, INC. located in Skokie, Illinois.

Nirmal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nirmal has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Niky Kartari

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.

Financial Solutions~'NIR'~9350 Skokie Boulevard, Suite 504, Skokie, IL, 60077~Tax Preparation/Accounting~Owner/Sole Proprietor~8/1/1997~160hrs~80hrs~Tax and accounting services|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nirmal Kartari'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: 2016

Experience

Current

September 19, 2023 - Present

FINANCIAL SOLUTIONS, INC.

Office #1: 9350 Skokie Boulevard Suite 504, Skokie, IL 60077

RIA

CRD#: 311787

Skokie, IL

Past

May 11, 2022 - December 31, 2022

FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 311787

LIHUE, HI

Past

December 5, 2016 - November 16, 2021

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Lihue, HI

Past

July 27, 2016 - November 16, 2021

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

LIHUE, HI

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
(9/19/2023)

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: 11/16/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/2016

General Securities Representative Examination

Current Firm

FINANCIAL SOLUTIONS, INC.

CRD#: 311787 / SEC#:

Illinois

Registered Investment Advisory firm - (9/19/2023 Approved)

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Contact information

Main Address

9350 Skokie Boulevard Suite 504, Skokie, IL 60077

Mailing Address

4364 Hardy Street Suite B, Lihue, HI 96766

Phone number

(808) 977-8808

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Nirmal Kartari

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nirmal Kartari's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL SOLUTIONS, INC.

FINANCIAL SOLUTIONS, INC.

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2016

Current Firm

FINANCIAL SOLUTIONS, INC.

Contact information

Documents

Red Flags

Company Information

FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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