KC
Kipp Cormier
from Envestnet Portfolio Solutions, Inc.
Kipp Cormier is a financial advisor based in Illinois, Chicago,
with 16 years of experience. Kipp currently works for
Envestnet Portfolio Solutions, Inc..
Kipp maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kipp Cormier works at Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. is a financial advisory firm based in Chicago, Illinois. It currently has approximately $35,773,505,677 of assets under management and employs about 479 people. Envestnet Portfolio Solutions, Inc. uses a fee structure of a percentage of assets under your management, subscription fees, fixed fees and a percentage of assets or revenues under our clients' management.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, subscription fees, fixed fees and a percentage of assets or revenues under our clients' management
Office location
One North Wacker Drive, Suite 1925, Chicago, Illinois, 60606
Advisor can help with
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