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KW

Kaila R. Widmann

M1 FINANCE
CHICAGO, IL 60601
Some features on this profile are disabled
CRD#: 7081493
KW
Kaila Rose WidmannM1 FINANCE

Professional summary

Kaila Rose Widmann, who also goes by Kaila Widmann, is a registered financial professional currently at M1 FINANCE LLC located in Chicago, Illinois.

Kaila is registered as a RR (Registered Representative) and started their career in finance in 2024. Kaila has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Aliases

Kaila Widmann

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) - BD

Click below to view Kaila Rose Widmann's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 14, 2021 - Present

M1 FINANCE LLC

Office #1: 200 N Lasalle Street, Suite 810, Chicago, IL 60601
BD
CRD#: 281242
CHICAGO, IL
Past

March 7, 2024 - August 18, 2026

M1 FINANCE

RIA
CRD#: 249787
Chicago, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(6/20/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/20/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/14/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/12/2020
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/4/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MF
M1 FINANCE LLC
M1 FINANCE LLC

CRD#: 281242 / SEC#: , 8-69670

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
200 N Lasalle Street, Suite 810, Chicago, IL 60601
Mailing Address
200 N Lasalle Street, Suite 810, Chicago, IL 60601
Phone number
(312) 600-2883
Established
Delaware since 02/25/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
M1 HOLDINGS INCSOLE OWNER HOLDING CO.
BARNES, BRIAN RANDALLCEO6546822
BURGER, JACOB EDWARDFINOP/ PFO7440036
FINNERAN, RYAN EDWARDPOO6496460
HINGER, TEALEE MARIECCO3128513

Disclosures

Regulatory Event3

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.

Company Information

M1 FINANCE LLC

CRD#: 281242Chicago, IL 60601

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