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Kerry Soudan Email & Phone Number
Chief Executive Officer
at
Apex Financial Group LLC
1 work email found
@brileywealth.com
6 phones found area 847, 630, 262, and 309
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
Greater Chicago Area, United States, United States
Company size
Who is Kerry Soudan? Overview
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Quick answer
Kerry Soudan is listed as Chief Executive Officer at Apex Financial Group LLC, a company with 4 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at brileywealth.com, phone signal with area code 847, 630, 262, 309, and a matched LinkedIn profile for Kerry Soudan.
Kerry Soudan previously worked as Insurance Broker at Bankers Life and Financial Advisor at Apex Financial Group Llc. Kerry Soudan holds Bachelor Of Business Administration - Bba, Finance from Illinois State University.
Company email context
Email format at Apex Financial Group LLC
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{first_initial}{last}@brileywealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Kerry Soudan. Compare company email patterns before reaching out.
Profile bio
About Kerry Soudan
Integrity, discipline, diligence, combined with relationships built on discretion and trust, are the reasons clients have chosen to work with me for over a decade.
Listed skills include Insurance, Employee Benefits, Life Insurance, Disability Insurance, and 33 others.
Current workplace
Kerry Soudan's current company
Company context helps verify the profile and gives searchers a useful next step.
Apex Financial Group Llc
14 roles
Kerry Soudan work experience
A career timeline built from the work history available for this profile.
Insurance Broker
Current
Jul 2024 - Present
Financial Advisor
Current- I help my clients reach their financial objectives in the accumulation, maximization, protection andenjoyment of wealth by advocating for them to make informed financial decisions.
- I Work with clientele to determine their risk tolerance and financial planning needs in order to enact,monitor and adjust the appropriate investment planning strategy to solve those needs.
Nov 2022 - Present
Insurance Broker
- I currently gain the trust and confidence of business owners, high net worth individuals and help my clients reach their financial objectives.
- Assist in the accumulation, maximization, protection and enjoyment of wealth by advocating for them to make informed financial decisions.
- Clients are offered access to opportunities beyond investment management-including retirementincome strategies, next generation education programs and innovative trust and wealth managementstrategies.
Jun 2023 - Jul 2024
Client Associate
- I direct client’s money into Roth IRA's, 401(k) s, IRAs, SEP-IRAs, educational IRAs, mutual funds, andmoney markets.
- Financial Analysis
- Customer Satisfaction
- Fixed Annuities, Term Life Insurance
May 2022 - Nov 2022
Registered Financial Advisor
Trew Financial
Jun 2021 - May 2022
Registered Investment Advisor
Feb 2021 - Jun 2021
Registered Investment Advisor
- I help my clients reach their financial objectives in the accumulation, maximization, protection and enjoyment of wealth by advocating for them to make informed financial decisions.
- I Work with clientele to determine their risk tolerance and financial planning needs in order to enact, monitor and adjust the appropriate investment planning strategy to solve those needs.
- I direct client’s money into Roth IRA's, 401(k) s, IRAs, SEP-IRAs, educational IRAs, mutual funds, and money markets.
- I currently gain the trust and confidence of business owners, high net worth individuals and families to assist in their estate and business insurance and benefits planning through placement of life, health, annuity.
- Maximize employee and Executive Benefit Programs.
- Clients are offered access to opportunities beyond investment management-including retirement income strategies, next generation education programs and innovative trust and wealth management strategies.
Jan 2019 - Jun 2021
Registered Investment Advisor
Tcfg Wealth Management, Llc
I was sponsored by TCFG. I purchased and completed the Series 66 and become fully registered 3/29/18.I currently do not work with TCFG.
Dec 2017 - Jan 2019
Financial Advisor-Pmd Trainee
I was enrolled in the Practice Management Development program at Merrill Lynch in Northbrook, IL. As a member of the PMD program, I studied for and passed the Series 7 General Securities Representative Exam.
Feb 2017 - Oct 2017
Financial Representative
Trew Financial & Benefits Group, Inc.
I currently gain the trust and confidence of business owners, high net worth individuals and families to assist in their estate and business insurance and benefits planning through placement of life, health, annuity and disability products. - Work with clientele to determine their risk tolerance and financial planning needs in order to enact, monitor and.
Nov 2012 - Feb 2017
President
Ehealthadvocates.Com
eHealthAdvocates.com is a free online resource for insurance quotes. Our advanced tools can help you find Individual & Family Health Insurance, Life insurance, Disability Insurance, Dental Insurance, and Group Health Benefits. We also provide Medicare Supplement Plans including Medicare Part D.When you fill out our 100% secure form, we'll provide you with.
Aug 2010 - Jan 2014
Apr 2011 - Jul 2012
Sr. Business Development Executive
*Led business development sales team with first year new business sales of $875K in 2008. *2009 new business sales if $984K.*2010 projected new business sales of $1.3 Million.*Requested by Senior Management to personally secure and retain key current Illinois State Medical Society Board Members and Illinois State Dental Society Board of Trustees. *Retooled.
Mar 2005 - Aug 2010
1 education record
Kerry Soudan education
FAQ
Frequently asked questions about Kerry Soudan
Quick answers generated from the profile data available on this page.
What company does Kerry Soudan work for?
Kerry Soudan works for Apex Financial Group LLC.
What is Kerry Soudan's role at Apex Financial Group LLC?
Kerry Soudan is listed as Chief Executive Officer at Apex Financial Group LLC.
What is Kerry Soudan's email address?
AeroLeads has found 1 work email signal at @brileywealth.com for Kerry Soudan at Apex Financial Group LLC.
What is Kerry Soudan's phone number?
AeroLeads has found 6 phone signal(s) with area code 847, 630, 262, 309 for Kerry Soudan at Apex Financial Group LLC.
Where is Kerry Soudan based?
Kerry Soudan is based in Greater Chicago Area, United States, United States while working with Apex Financial Group LLC.
What companies has Kerry Soudan worked for?
Kerry Soudan has worked for Apex Financial Group Llc, Bankers Life, Lenhoff Financial Group, National Securities Corporation, and Trew Financial.
Who are Kerry Soudan's colleagues at Apex Financial Group LLC?
Kerry Soudan's colleagues at Apex Financial Group LLC include Angela Keesling.
How can I contact Kerry Soudan?
You can use AeroLeads to view verified contact signals for Kerry Soudan at Apex Financial Group LLC, including work email, phone, and LinkedIn data when available.
What schools did Kerry Soudan attend?
Kerry Soudan holds Bachelor Of Business Administration - Bba, Finance from Illinois State University.
What skills is Kerry Soudan known for?
Kerry Soudan is listed with skills including Insurance, Employee Benefits, Life Insurance, Disability Insurance, Risk Management, Underwriting, Management, and Sales.
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