Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Goering is a financial advisor with Avantax Advisory Services. Kevin has been in the industry since 1992 and is licensed to provide financial advice in multiple states. Kevin is a Certified Financial Planner and has experience with a variety of financial planning and investment needs.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
KS
06/30/2003 - Present
Avantax Advisory Services (Newton KS)
IA
04/26/1990 - 12/31/1994
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
CA
08/25/1989 - 04/30/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
07/18/1989 - 08/25/1989
PFG SECURITIES, INC.
IA
Issued 08/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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