KP
KP

Kevin Michael Pendergast

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fixed/Hourly
Firm Size
16 advisors
Number of Clients
248 clients
Average Client Portfolio
$17.2M average
Assets Under Management
$4.3B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$25,000
Loading...

Location

227 West Monroe Street, Suite 1800, Chicago, IL, 60606

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kevin's position with Ayco involves providing financial counseling services, including estate, insurance, investment, and income tax planning. He also renders tax and other financial advice.

Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
The Ayco Company,l.p.
November 2014 - October 2015 · 11 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.