Kevin
O`Laughlin
Cahill Financial Advisors, Inc
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About this Advisor
Kevin O`Laughlin is a certified financial planner working in Minneapolis, Minnesota with a total of 6 years of industry experience. O`Laughlin is on the advisory team at Cahill Financial Advisors, Inc. Throughout their career, they have worked at Affiance Financial, Cetera Advisor Networks LLC, Gen Financial Management, Inc and Cahill Financial Advisors, Inc. O`Laughlin holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota and Texas. Cahill Financial Advisors, Inc is a firm operating out of Minneapolis, MN. It has $1 billion in total assets among its 3,978 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 3,978 customer accounts, 39% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees largely depend on which services the firm provides the client. However, fee types charged by Cahill Financial Advisors, Inc can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cahill Financial Advisors, Inc Brokerage Details
$1,100,518,836
23
3,978
$276,651
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin O`Laughlin Work History
Kevin has been registered as a financial advisor for 6 years.*
Cahill Financial Advisors, Inc
Gen Financial Management, Inc
Cetera Advisor Networks LLC
Affiance Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin O`Laughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cahill Financial Advisors, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
