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IK

Ian B. Kasoff

KASOFF FINANCIAL PLANNING
TUSTIN, CA
CRD#: 7638775
Some features on this profile are disabled
IK
Ian Benjamin KasoffKASOFF FINANCIAL PLANNING

Professional summary

Ian Benjamin Kasoff is a registered financial advisor currently at KASOFF FINANCIAL PLANNING located in Tustin, California.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ian has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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)

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

Current

June 4, 2026 - Present

KASOFF FINANCIAL PLANNING

CRD#: 323594
TUSTIN, CA
Past

April 11, 2025 - March 31, 2026

HEYMAN WEALTH MANAGEMENT, LLC

RIA
CRD#: 154971
ENCINO, CA
Past

October 24, 2022 - June 29, 2025

KASOFF FINANCIAL PLANNING

RIA
CRD#: 323594
LAGUNA HILLS, CA

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
California
(6/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/12/2022
Uniform Investment Adviser Law Examination

Current Firm

KF
KASOFF FINANCIAL PLANNING
IAN BENJAMIN KASOFF | KASOFF, IAN, BENJAMIN | KASOFF FINANCIAL PLANNING

CRD#: 323594 / SEC#:

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Contact information

Main Address
Laguna Hills, CA
Mailing Address
Phone number
(949) 422-1023
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 93,023

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

KASOFF FINANCIAL PLANNING

CRD#: 323594Tustin, CA

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