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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevan? Claim Your ProfileKevan Phillips is a financial advisor who is registered with WT Wealth Management, LLC, a firm that provides financial advice and services to individuals, families, and businesses. Kevan is a seasoned advisor with over 20 years of experience, having previously worked at Northwestern Mutual Investment Services, LLC. Kevan focuses on building long-term relationships with clients and assisting them in reaching their financial goals. Kevan has a proven track record of success in providing personalized financial advice and guidance to clients. Kevan also holds several licenses and certifications, including the Series 6, 7, 63, and 66. These qualifications demonstrate Kevan's commitment to professional development and expertise in the financial services industry.
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.
Personalized portfolio management to meet individual financial objectives.
Variable annuities
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.
A percentage of the total value of assets under management is charged.
Fees for educational seminars
1
2
UT
07/13/2020 - Present
WT Wealth Management, LLC (Provo UT)
UT
04/08/2002 - 07/02/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVO UT)
GA
05/31/2001 - 02/19/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 07/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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