Advisor at Wanda Kilman Pittman
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Firm
Wanda Kilman Pittman
Location
Roanoke, VA 24018
Credentials
ChFC®, Series 63, Series 65, Series 66
Industry experience
32 years
Wanda Sears is the sole advisor at Wanda Kilman Pittman, an independent firm based in Roanoke, VA. She holds the ChFC® designation and Series 63, 65, and 66 licenses, with 32 years of industry experience. Sears has led her firm since 2007. The firm manages discretionary portfolios and offers comprehensive financial planning services, including retirement, estate, cash-flow, tax, and insurance planning. It serves individuals, trusts, charitable organizations, and small businesses, employing a mix of fundamental, technical, and quantitative analysis with customized strategies based on client risk tolerance and time horizon.
Based on Wanda Kilman Pittman
1.5% annually (negotiable)
May receive commissions on life insurance products sold
Services outside of standard offerings billed at $165 per hour, negotiable
Fee-only: Planning services start at $500, negotiable
3536 Brambleton Ave., Ste. 1 B
Roanoke, VA 24018
Virginia
Wanda P. Sears
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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