Kim Checketts Email & Phone Number

Kim is the founder of KAC Financial Services and established it back in 2007 as an independent financial services firm. That way, he could customize and tailor plans specific to each of our clients' goals and not be subject to sales quotas nor conflicts of interest. Before founding the firm, he worked for UBS Financial Services since he entered the industry in 2001. He also worked before that at New York Life and Prudential Insurance. Working with these firms gave him extensive financial planning experience as he assisted business owners and affluent individuals master their financial profiles.Residing in Bear River City, Utah, Kim received his Bachelor of Science in History from Utah State University. Kim loves most outdoor activities and participating in community sporting events. When out of the office, Kim enjoys spending time with his wife, Susan, and their 6 children and 27 grandchildren.Kim A. Checketts is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. KAC Financial Services is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representatives may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information of products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. “Likes”, endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Kim A. Checketts and/or KAC Financial Services; positive reviews of experiences with Kim A. Checketts and/or KAC Financial Services may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive review of their experience as testimonials may be prohibited under state and federal securities laws.

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  Founder Of Kac Financial Services

  Kac Financial Services

  Feb 2007 - Present - Ogden. Ut

  Kim is the founder of KAC Financial Services and established it back in 2007 as an independent financial services firm. That way, he could customize and tailor plans specific to each of our clients' goals and not be subject to sales quotas nor conflicts of interest. Before founding the firm, he worked for UBS Financial Services since he entered the industry in 2001. He also worked before that at New York Life and Prudential Insurance. Working with these firms gave him extensive financial planning experience as he assisted business owners and affluent individuals master their financial profiles.His love of financial markets, building relationships and helping people live their best lives prompted him to enter this industry. As the leader of this business, he strives for excellence by hiring top talent, providing white-glove service and managing the associates. He also prefers to get to know each potential client as a person and only them brings them on to the firm if they’re a high-quality individual, which is one of the main reasons behind the firm’s success.

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  Utah State University

  History