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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 Sweet is an Investment Advisor Representative with Captrust. Kevin has been in the financial services industry since May 2005. He is a Certified Financial Planner. Kevin has a Series 65 license, which is the Uniform Investment Adviser Law Examination. Kevin has experience working with a variety of clients, including individuals, families, businesses, and institutions. He is committed to providing his clients with personalized financial advice and guidance. Kevin is registered to provide investment advisory services in Indiana and Texas.
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.
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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IN
10/16/2023 - Present
Captrust (INDIANAPOLIS IN)
IA
Issued 11/04/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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