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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 Michael Kruse is an active investment advisor representative with LPL Financial LLC. Kevin has been in the industry since 1998 and has experience in the areas of portfolio management for individuals and businesses, financial planning and pension consulting. Kevin has a current registration with FINRA as well as registrations with the states of Illinois and Texas. Kevin has previously worked with CCO Investment Services Corp., Charter One Securities, Inc., Investment Network, Inc., Ascend Financial Services, Inc. and MML Investors Services, Inc.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
07/15/2023 - Present
LPL Financial LLC (ST CHARLES IL)
IL
12/01/2005 - 06/19/2012
CCO INVESTMENT SERVICES CORP. (PLAINFIELD IL)
OH
01/01/2000 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
10/14/1999 - 01/01/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
MN
11/04/1998 - 06/23/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
09/16/1997 - 09/28/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 05/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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