Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Flynn is a registered investment advisor representative with Newedge Advisors. Kevin has been in the financial services industry since 2000. Kevin has a Series 6, Series 7, and Series 66 license. Kevin is also a registered investment advisor representative in Minnesota and Wisconsin. Kevin has a variety of experience working with individuals, corporations, pension and profit-sharing plans, charitable organizations and insurance companies. Kevin offers a variety of financial planning services including financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals and selection of other advisors.
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.
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.
1
2
WI
02/20/2018 - Present
Newedge Advisors (Hudson WI)
WI
01/06/2015 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (HUDSON WI)
WI
08/25/2014 - 12/04/2014
EDWARD JONES (AMERY WI)
MO
10/01/2000 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
11/30/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
05/29/1996 - 10/05/1999
TCF SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 09/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Flynn is the right advisor for you? Invested Better is here to help.
