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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 Kosgard is an investment advisor representative with Wealthspire Advisors. Kevin has over 20 years of experience in the financial services industry. Kevin holds a Series 3, 7, 9, 10, 24, 53, 63, and 65 licenses. Kevin's previous experience includes roles at WEALTHSPIRE CAPITAL, LLC, BAKER TILLY CAPITAL, LLC, J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., J.P. MORGAN SECURITIES INC., ASSOCIATED INVESTMENT SERVICES, INC., and WELLS FARGO BROKERAGE SERVICES, L.L.C..
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.
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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WI
01/03/2021 - Present
Wealthspire Advisors (Appleton WI)
WI
09/24/2015 - 06/15/2020
WEALTHSPIRE CAPITAL, LLC (Appleton WI)
WI
08/13/2013 - 08/19/2014
BAKER TILLY CAPITAL, LLC (APPLETON WI)
WI
10/26/2009 - 07/12/2013
J.P. MORGAN SECURITIES LLC (APPLETON WI)
WI
10/01/2008 - 10/16/2009
J.P. MORGAN SECURITIES INC. (APPLETON WI)
WI
09/20/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (APPLETON WI)
WI
10/25/2000 - 08/08/2006
ASSOCIATED INVESTMENT SERVICES, INC. (NEENAH WI)
MN
05/28/1999 - 12/08/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 11/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
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