Unclaimed
Kevin Farrell is a financial advisor with over 17 years of experience in the financial services industry. Kevin is a registered representative with Northwestern Mutual Investment Services, LLC, a firm with a long history of providing financial planning and investment advice. Prior to joining Northwestern Mutual, Kevin was affiliated with LPL Financial LLC, Waddell & Reed, and Merrill Lynch. Kevin has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
KS
04/18/2023 - Present
Northwestern Mutual Investment Services, LLC (LEAWOOD KS)
KS
07/21/2021 - 01/19/2022
LPL FINANCIAL LLC (LEAWOOD KS)
KS
06/26/2009 - 07/21/2021
WADDELL & REED (LEAWOOD KS)
MO
04/13/2004 - 07/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
BOTH
Issued 04/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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