Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lynn Babb is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with Creative Planning in Overland Park, Kansas. Previously, Kevin was registered with Mesirow Financial, Inc., LPL Financial LLC, ADP Broker-Dealer, Inc., Mid Atlantic Capital Corporation, Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Kevin holds a Series 7, 6, and 63 license. Kevin has specialized in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles to high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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
KS
10/04/2023 - Present
Creative Planning (OVERLAND PARK KS)
IL
08/03/2020 - 09/29/2023
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
02/12/2018 - 09/08/2020
LPL FINANCIAL LLC (CHICAGO IL)
NJ
06/12/2012 - 02/10/2014
ADP BROKER-DEALER, INC. (ROSELAND NJ)
PA
02/13/2012 - 06/14/2012
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
IL
09/18/2009 - 02/16/2010
FIDELITY BROKERAGE SERVICES LLC (OAKBROOK IL)
IL
08/13/1997 - 01/03/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CHICAGO IL)
RI
02/26/1992 - 08/13/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 03/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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