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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Boddy is an Investment Advisor Representative associated with Cerity Partners LLC. Kevin Boddy is registered in Kentucky as an Investment Advisor Representative. Kevin Boddy is also a weekend server at Wild Eggs. Kevin Boddy has been in the industry since October 2017. Kevin Boddy has passed the Series 65 - Uniform Investment Adviser Law Examination. Cerity Partners LLC provides financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension 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.
Guidance on pension options to ensure a secure financial future.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
04/30/2023 - Present
Cerity Partners LLC (LOUISVILLE KY)
IA
Issued 03/23/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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