Unclaimed Profile

Kevin James Schillo

WHITLEY PENN FINANCIAL, L.L.P.·FORT WORTH, Texas

Series 7, Series 31, Series 63, Series 65, Series 66Clean record22 years registeredWHITLEY PENN FINANCIAL, L.L.P.

1400 WEST 7TH STREET, SUITE 400, FORT WORTH, TX 76102CRD# 3222362Firm CRD# 145467

Profile Verification

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

Identity

Kevin James Schillo · FORT WORTH, TX

Registration

CRD #3222362 · WHITLEY PENN FINANCIAL, L.L.P. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHITLEY PENN FINANCIAL, L.L.P.

TD AMERITRADE, INC.

Dec 2015 – Mar 2021

Southlake, TX

POLLOCK ADVISORY GROUP INC

Jun 2015 – Jan 2016

ALLEN, TX

WHITLEY PENN FINANCIAL, L.L.P.

Mar 2012 – Oct 2014

FORT WORTH, TX

CORBIN & COMPANY

Aug 2011 – Dec 2011

FORT WORTH, TX

ROGERS CAPITAL MANAGEMENT, INC.

Aug 2007 – Feb 2011

FORT WORTH, TX

UBS FINANCIAL SERVICES INC.

Jul 2004 – Aug 2007

FT. WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · July 20, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WPWEALTH LLP

CRD 145467 · SEC 801-68528

AUM

$873M

Regulatory assets under management

Employees

2,307 client accounts

Services offered by WPWEALTH LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WPWEALTH LLP →

Introduction

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Frequently Asked Questions

What services does Kevin James Schillo offer?

Kevin James Schillo specializes in Financial Planning, Investment Management.

What are Kevin James Schillo's credentials?

Kevin James Schillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin James Schillo located?

Kevin James Schillo is based in FORT WORTH, Texas, last registered with WHITLEY PENN FINANCIAL, L.L.P..

How does Kevin James Schillo charge for services?

Kevin James Schillo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITLEY PENN FINANCIAL, L.L.P.?

WHITLEY PENN FINANCIAL, L.L.P. has approximately 12 employees and manages $873M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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