Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Klipfel is a financial advisor in Paso Robles, California. He is registered with the state of California and the Financial Industry Regulatory Authority (FINRA). Kevin has been in the financial services industry since 2008. Kevin is a Principal at J. W. Cole Advisors, Inc. and has worked for a number of other financial firms throughout his career including Grove Point Investments, LLC, Independent Financial Group, LLC and LPL Financial LLC. Kevin specializes in working with high-net-worth individuals, corporations, and other businesses. He also offers financial planning, investment management, and consulting services.
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.
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.
Hourly & fixed rate consulting
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
CA
08/29/2024 - Present
J. W. Cole Advisors, Inc. (Paso Robles CA)
CA
03/07/2023 - 08/29/2024
GROVE POINT INVESTMENTS, LLC (Paso Robles CA)
CA
11/08/2019 - 03/08/2023
INDEPENDENT FINANCIAL GROUP, LLC (PASO ROBLES CA)
CA
09/28/2016 - 11/25/2019
LPL FINANCIAL LLC (PASO ROBLES CA)
CA
03/15/2013 - 09/29/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PASO ROBLES CA)
CA
02/14/2008 - 03/21/2013
EDWARD JONES (PASO ROBLES CA)
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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