Unclaimed
Kevin Collard is a financial advisor who has been active in the industry since 2014. Kevin is registered with Redhawk Wealth Advisors, Inc. and has experience working with a variety of clients, including individuals, high-net-worth individuals, insurance companies, and pension plans. Kevin also provides financial planning, portfolio management, and selection of other advisors services to clients.
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.
1
2
MN
12/18/2020 - Present
Redhawk Wealth Advisors, Inc. (BLOOMINGTON MN)
MN
12/12/2017 - 04/08/2021
LPL FINANCIAL LLC (DULUTH MN)
MN
04/04/2014 - 05/09/2017
WELLS FARGO CLEARING SERVICES, LLC (DULUTH MN)
IA
Issued 07/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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