Kian Rafia
Investment adviser representative at Vestwell Advisors LLC
16 yearsExperience
1 stateRegistered in
$1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Vestwell Securities, LLCJul 2025 to now
- Vestwell Advisors LLCMay 2024 to now
- Assetmark Brokerage, LLCAug 2020 to May 2024
- Assetmark Financial Holdings, Inc.Aug 2020 to Dec 2023
- Pardis LLCApr 2019 to Jun 2024
- MorningstarJun 2018 to Aug 2019
- Independent Financial GroupApr 2015 to May 2018
- LPL FinancialJul 2010 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vestwell Advisors LLC
$1BAssets managed
83,310Clients
8Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4475395
- Firm CRD
- 284173