CIS™ certification requires mastery of issues related to income distribution in retirement, including Medicare, income taxes, health care, investing in retirement, and more. Candidates must pass three comprehensive exams, complete a written case study and adhere to the IBF Code of Ethics and IBF Standards of Practice, as well as fulfill annual continuing education requirements.
“Kevin is a well-informed financial advisor who brings a great deal of commitment and experience to his clients,” said Kent Skornia, President and CEO. “Kevin’s CIS™ designation is a testament to the dedication that he’s continued to practice to help clients reach their financial goals, both leading up to and in retirement.”
According to Reynolds, he pursued the CIS™ designation as a way to best serve his clients as they prepare to enter retirement. “A comprehensive financial plan doesn’t end once the wealth accumulation phase is complete,” said Reynolds. “In fact, a solid strategy for investing and distributing income in retirement is just as critical, and is often overlooked. The CIS™ has given me an opportunity to examine this process more closely, and provide clients with the knowledge and confidence they need to anticipate what financial issues they might face in retirement, and arm them with a plan to manage each one of them.”
Reynolds is the first financial advisor at Krilogy to earn his CIS™ designation, and joins the growing list of advisors in the firm to earn advanced certifications, including Certified Investment Management Analyst, Certified IRA Solutions Specialist, Accredited Investment Fiduciaries, Certified Financial Planners, Certified Fund Specialists, among others.
About Krilogy Financial
Krilogy Financial® is an independent financial services firm focused on developing customized wealth management strategies available to a broad spectrum of clients. From wealth management to wealth accumulation, Krilogy Financial® offers a seamless pathway to unite each client’s complete financial needs in one location. The firm’s expertise is centralized within three key building blocks of financial success: financial planning, portfolio management and insurance services. In 2014, 2015, and 2016, Krilogy was named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the area, as well as the INC 5000 list of the country’s fastest growing companies. The firm was also named among St. Louis’ “Best Places to Work” in 2016 by the St. Louis Business Journal and was listed in the Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms. For information, call 314.884.2800 or visit www.krilogy.com.
Investment Advisory Services offered through Krilogy Financial®, an SEC Registered Investment Advisor. Please review all prospectuses and Krilogy Financial’s Form ADV 2A carefully prior to investing. This is neither an offer to sell nor a solicitation of an offer to buy the securities described herein. An offering is made only by a prospectus to individuals who meet minimum suitability requirements.
Diversification does not guarantee a profit or protect against loss.
Krilogy Financial, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.