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Kevin James McGuire

Rockway Wealth Partners

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About Kevin James McGuire

Kevin McGuire is a registered investment advisor representative with Rockway Wealth Partners in Urbandale, Iowa. Kevin has been in the financial services industry since 1996 and has experience working with individual investors, high net worth individuals, and retirement planning. Kevin specializes in providing financial planning, portfolio management, and retirement plan advice to individuals. Kevin holds a Series 7, Series 63, and Series 65 license. In addition to working at Rockway Wealth Partners, Kevin is also the President of M3 Marketing Inc., a commercial printing company. Kevin has a strong understanding of the financial services industry and is dedicated to providing his clients with personalized advice and guidance.

Firm Information

Kevin McGuire is currently registered with Rockway Wealth Partners. Rockway Wealth Partners is a wealth management firm that provides financial planning and portfolio management services to individuals and high-net-worth clients. They offer retirement planning advice and selection of other advisors, and have approximately $22.3 million in regulatory assets under management. They are also a participant in wrap fee programs.

$22.30M

Assets Under Management

14

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan advice

Retirement plan advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin McGuire’s Registration & Firm History

IA

01/19/2023 - Present

Rockway Wealth Partners (URBANDALE IA)

IA

01/01/1997 - 01/22/2001

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC. (WEST DES MOINES IA)

IA

07/23/1996 - 02/15/1999

EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)

MN

01/30/1996 - 03/18/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/30/1996 - 03/18/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin James McGuire.
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