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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Carson Costello is an investment advisor representative with Cerity Partners LLC in Louisville, KY. Kevin has been in the industry since 2012. Kevin is registered with the state of Kentucky. Kevin's firm manages assets for a range of clients, including individuals, businesses, charitable organizations, pooled investment vehicles, and pension and profit sharing plans. Cerity Partners provides financial planning, pension consulting, and portfolio management services.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
05/16/2023 - Present
Cerity Partners LLC (Louisville KY)
IA
Issued 12/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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