Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McCloud is a financial advisor with LPL Financial LLC. Kevin has been in the industry since August 2012. Kevin has a Series 7TO, Series 63, and Series 66 registration and a SIE license. Kevin is also a Chartered Financial Consultant (ChFC). Kevin has worked for various firms in the past, including U.S. BANCORP INVESTMENTS, INC., BMO HARRIS FINANCIAL ADVISORS, INC., J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Kevin is currently registered with LPL Financial LLC and First Business Bank, and is located in Madison, Wisconsin.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
03/14/2023 - Present
LPL Financial LLC (MADISON WI)
WI
01/10/2020 - 12/01/2022
U.S. BANCORP INVESTMENTS, INC. (HARTLAND WI)
WI
12/01/2016 - 11/13/2019
U.S. BANCORP INVESTMENTS, INC. (HARTLAND WI)
WI
02/03/2014 - 10/25/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (MENOMONEE FALLS WI)
WI
10/01/2012 - 11/14/2013
J.P. MORGAN SECURITIES LLC (JANESVILLE WI)
IL
11/14/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SPRING GROVE IL)
BOTH
Issued 10/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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