Unclaimed
Kevin B. Divecha is a Registered Investment Advisor associated with AE Wealth Management, LLC. Kevin has been a professional in the financial industry since December 2012, and is licensed to offer advisory services in Colorado. Kevin is experienced in offering financial planning, portfolio management, and pension consulting services to a wide range of clients, including 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.
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.
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CO
04/28/2023 - Present
AE Wealth Management, LLC (Colorado Springs CO)
IA
Issued 08/02/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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