CRD: 117491
Kcpag Financial Advisors LLC
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- Custodian
- American Funds · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-1999
- Office Locations
- 6
Office Locations
About Kcpag Financial Advisors LLC
Kemper Capital Management (KCPAG Financial Advisors) is a retail RIA providing advanced planning, investment consulting, and retirement planning. The team includes CFP®, CPA, and CFA® professionals and serves clients nationwide with offices in Illinois, Indiana, and California. Often works with retirees and business owners, implementing disciplined portfolios primarily through public funds; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS ARTHUR MOORE
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2559735
- Ownership
- 5% but less than 10%
SHAWNA DELANE HORNE
Compliance Officer
- CRD
- #4601162
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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TRENT BIERMAN
Financial Advisor
- CRD
- #6673474
BRIAN ANTHONY BOUILLET
Financial Advisor
- CRD
- #5518362
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,041,038 | $408,069 |
| Non-Discretionary | $0 | $201,511 |
| Total | $19,041,038 | $229,936 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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