Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevan? Claim Your ProfileKevan Stapleton is a financial advisor with Avantax Advisory Services. Kevan has been in the industry since 2017 and is registered to provide advisory services in Illinois, Alaska, Oregon and Wisconsin. Kevan is also a member of ESP Wealth Management, LLC, where Kevan assists clients with their wealth management needs. Kevan is also a partner at Eck, Schafer & Punke, LLP, an accounting and tax firm. Kevan is also a member of Old Capitol Blues & BBQ, LLC. Kevan offers a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. Kevan also provides solicitor referral services to third-party investment managers. Kevan works with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
IL
10/25/2019 - Present
Avantax Advisory Services (SPRINGFIELD IL)
IL
11/01/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SPRINGFIELD IL)
BOTH
Issued 11/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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