Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bultman is a financial professional with over 30 years of experience in the industry. Kevin is a Certified Financial Planner™ and Chartered Financial Consultant. Kevin is currently a registered representative of Grove Point Advisors, LLC and is also the owner of The Tenet Financial Group - Insurance. Kevin's experience includes working for various firms, including Locust Street Securities, Inc., Guardian Investor Services Corporation, John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company.
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.
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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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
IA
09/13/1995 - 06/26/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
06/03/1993 - 09/20/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
07/21/1988 - 06/24/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/21/1988 - 06/24/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 07/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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