Unclaimed Profile

Jan Brian Cliff

KEVIN BAY INVESTMENTS, LLC·PEWAUKEE, Wisconsin

Clean recordKEVIN BAY INVESTMENTS, LLC

285 FOREST GROVE DRIVE, SUITE 105, PEWAUKEE, WI 53072-9958CRD# 1661650Firm CRD# 144987

Profile Verification

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

Identity

Jan Brian Cliff · PEWAUKEE, WI

Registration

CRD #1661650 · KEVIN BAY INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jan Brian Cliff is a registered financial advisor based in PEWAUKEE, Wisconsin, affiliated with KEVIN BAY INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Nonprofits & Foundations

Introduction

Speak with Jan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jan is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

KEVIN BAY INVESTMENTS, LLC

AUM

$128M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KEVIN BAY INVESTMENTS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1661650

Firm CRD# 144987

View on FINRA BrokerCheck →

Looking for a financial advisor in PEWAUKEE?

Browse all registered financial advisors in PEWAUKEE, Wisconsin or claim this profile if it's yours.

Browse PEWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jan Brian Cliff offer?

Jan Brian Cliff specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PEWAUKEE, Wisconsin for a consultation.

What are Jan Brian Cliff's credentials?

Jan Brian Cliff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jan Brian Cliff located?

Jan Brian Cliff is based in PEWAUKEE, Wisconsin, working with KEVIN BAY INVESTMENTS, LLC. Their office serves clients in the PEWAUKEE metropolitan area and surrounding communities.

How does Jan Brian Cliff charge for services?

Jan Brian Cliff'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 KEVIN BAY INVESTMENTS, LLC?

KEVIN BAY INVESTMENTS, LLC has approximately 7 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →