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Kevin Patrick Mahoney

Kevin P. Mahoney

ILLUMINT
Washington, DC
Some features on this profile are disabled
CRD#: 6866621
Kevin Patrick Mahoney

Professional summary

Kevin Patrick Mahoney, CFP®, who also goes by Kevin Mahoney, is a registered financial advisor currently at ILLUMINT located in Washington, District Of Columbia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kevin has worked at 1 firm and has passed the Series 65 exam.

Core Areas of Focus

College/Education Planning
Fixed Fee (Subscription
Retainer
etc.)
LGBT Couples and Families
Millennials
Novice Investors
Unmarried Couples

Biography

When my wife and I were expecting our first child a few years ago, many of our initial conversations revolved around personal finance. Can we make student loans payments and save for college? How should we fit child care into our budget? And at what point might we want to buy a new house?  Fortunately, I had a background in finance, so we had a head start on some of these questions. But even so, we still put a lot of effort into researching different acronyms, tax strategies, and companies. I figured that my life was about to get more hectic, and I was concerned that tasks likes these would cut into the limited time I had for date nights and playgrounds. I often thought, if I had these feelings – even with an MBA in finance – how much more stressed must other people my age be? I realized that I had the ability to offer our generation an uncommon alternative: a financial planning company that’s actually designed for us. Welcome to the Illumint financial community.

Question & Answer

What are your service offerings?
Education Planning
Socially Responsible Investing
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

Kevin Mahoney

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 Kevin Patrick Mahoney'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

November 28, 2017 - Present

ILLUMINT

RIA
CRD#: 290263
Washington, DC

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
District of Columbia
(11/28/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/14/2017
Uniform Investment Adviser Law Examination

Current Firm

ILLUMINT
ILLUMINT
ILLUMINT | ILLUMINT FINANCIAL ADVISORS LLC

CRD#: 290263 / SEC#:

District of Columbia
Registered Investment Advisory firm - (11/28/2017 Approved)
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Contact information

Main Address
Washington, DC
Mailing Address
Phone number
(202) 780-6565
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

ILLUMINT

ILLUMINT

CRD#: 290263Washington, DC

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