Unclaimed Profile

Diana Lynn Sailler

KWB WEALTH·REDLANDS, California

SIE, Series 7, Series 66Clean record19 years registeredKWB WEALTH

1782 ORANGE TREE LANE, REDLANDS, CA 92374CRD# 4293292Firm CRD# 300921

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diana Lynn Sailler · REDLANDS, CA

Registration

CRD #4293292 · KWB WEALTH · 19 years registered

Brand Profile

Not yet started

Career History

KWB WEALTH

May 2020 – present

LPL FINANCIAL LLC

Aug 2006 – Sep 2020

REDLANDS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 22, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KWB WEALTH

CRD 300921 · SEC 801-118740

AUM

$854M

Regulatory assets under management

Employees

2,716 client accounts

Services offered by KWB WEALTH

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KWB WEALTH →

Introduction

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Frequently Asked Questions

What services does Diana Lynn Sailler offer?

Diana Lynn Sailler specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in REDLANDS, California for a consultation.

What are Diana Lynn Sailler's credentials?

Diana Lynn Sailler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diana Lynn Sailler located?

Diana Lynn Sailler is based in REDLANDS, California, working with KWB WEALTH. Their office serves clients in the REDLANDS metropolitan area and surrounding communities.

How does Diana Lynn Sailler charge for services?

Diana Lynn Sailler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KWB WEALTH?

KWB WEALTH has approximately 9 employees and manages $854M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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