Kevin Monheim

DOPKINS WEALTH MANAGEMENT

WILLIAMSVILLE, NY 14221

CRD#: 7650388

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Professional summary

Kevin Monheim, who also goes by Kevin R Monheim, Kevin Raymond Monheim, is a registered financial advisor currently at DOPKINS WEALTH MANAGEMENT, LLC located in Williamsville, New York.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kevin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin R Monheim | Kevin Raymond Monheim

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 Monheim'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

June 5, 2026 - Present

DOPKINS WEALTH MANAGEMENT, LLC

Office #1: 200 International Drive, Williamsville, NY 14221

RIA

CRD#: 124209

WILLIAMSVILLE, NY

Past

November 21, 2022 - May 14, 2026

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Rochester, NY

Past

November 21, 2022 - May 14, 2026

J.P. MORGAN SECURITIES LLC

CRD#: 79

Rochester, NY

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".

DOPKINS WEALTH MANAGEMENT, LLC

CRD#: 124209 / SEC#: 801-61818

RIA

Registered Investment Advisory firm - (3/14/2003 Approved)

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

New York
(6/5/2026)

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: 11/5/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/21/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/6/2022

Securities Industry Essentials Examination

Current Firm

DOPKINS WEALTH MANAGEMENT, LLC

CRD#: 124209 / SEC#: 801-61818

RIA

Registered Investment Advisory firm - (3/14/2003 Approved)

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Contact information

Main Address

200 International Drive, Williamsville, NY 14221

Mailing Address

Phone number

(716) 634-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DOPKINS WEALTH FORM ADV PART 2A (2/17/2026)

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 717,043,710

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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Kevin Monheim

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Monheim's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOPKINS WEALTH MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

DOPKINS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2022

Series 7TO

Date: 11/21/2022

SIE

Date: 10/6/2022

Current Firm

DOPKINS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DOPKINS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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