Igor Nikachin

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CRD#: 6912033

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.

Igor Nikachin was a registered financial professional .

Igor is a previously registered financial professional and started their career in finance in 2018. Igor had worked at 2 firms and has passed the Series 66, SIE and Series 7 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. 6/4/2019 - KWB Wealth - DBA: KWB Wealth Managers Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2019 - 160 Hours Per Month During Securities Trading. 2. 7/10/2019 - KWB Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2019 - 160 Hours Per Month During Securities Trading. 3. 5/27/2020 - KWB Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 06/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through KWB Wealth, an independent investment advisor firm. I started this business activity in 06/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

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®

None

Experience

Past

May 15, 2020 - September 25, 2023

KWB WEALTH

RIA

CRD#: 300921

REDLANDS, CA

Past

May 4, 2018 - September 21, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

MONROVIA, CA

Past

April 4, 2018 - November 7, 2023

LPL FINANCIAL LLC

CRD#: 6413

MONROVIA, CA

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".

KWB WEALTH

CRD#: 300921 / SEC#: 801-118740

RIA

Registered Investment Advisory firm - (5/15/2020 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

IAR

Series 66

Date: 4/27/2018

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: 4/4/2018

General Securities Representative Examination

Current Firm

KWB WEALTH

CRD#: 300921 / SEC#: 801-118740

RIA

Registered Investment Advisory firm - (5/15/2020 Approved)

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Contact information

Main Address

1782 Orange Tree Lane, Redlands, CA 92374

Mailing Address

Phone number

(909) 307-8220

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (10/15/2025)

Regulatory assets under management

Total Number of Accounts	3,191
AUM (Assets Under Management)	$ 1,183,311,819

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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Firm Stability Insights

Igor Nikachin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KWB WEALTH

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

KWB WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 4/27/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2018

Current Firm

KWB WEALTH

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KWB WEALTH

TRUST BUT VERIFY

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