Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kretzmar is a registered investment advisor representative with Momentum Independent Network Inc. Kevin has over 27 years of experience in the financial services industry and is licensed in multiple states. Kevin specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, and charitable organizations. Kevin is also the owner of an independent insurance agency offering life and health insurance and fixed annuities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
12b-1 fees
1
2
CO
01/03/2024 - Present
Momentum Independent Network Inc. (COLORADO SPRINGS CO)
CO
07/22/2015 - 12/31/2022
NTB FINANCIAL CORPORATION (Colorado Springs CO)
CO
04/05/2010 - 07/28/2015
DYNASTY CAPITAL PARTNERS, INC. (CENTENNIAL CO)
CO
06/15/2007 - 04/14/2010
SUMMIT BROKERAGE SERVICES, INC. (CENTENNIAL CO)
CO
11/17/2004 - 06/08/2007
SAMMONS SECURITIES COMPANY, LLC (CENTENNIAL CO)
TX
01/17/2001 - 11/17/2004
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
CO
05/31/1995 - 02/12/2001
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
BOTH
Issued 06/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/06/1998
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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