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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 Pachucki is a financial advisor with LPL Financial LLC. Kevin has been in the industry since 2002 and has a broad range of experience. Kevin has a Series 3, Series 7, Series 63 and Series 65 licenses. Kevin also has experience with CUNA BROKERAGE SERVICES, INC. and Abacus Investments, Inc.. Kevin provides financial planning services to individuals, families, and businesses. Kevin is also a registered investment advisor and is licensed to provide investment advice in all 50 states.
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.
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2
WI
01/09/2024 - Present
LPL Financial LLC (Madison WI)
WI
04/23/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Madison WI)
WI
02/01/2014 - 04/02/2014
ABACUS INVESTMENTS, INC. (DOUSMANS WI)
WI
09/12/2008 - 01/09/2012
ROBERT W. BAIRD & CO. INCORPORATED (MADISON WI)
WI
06/19/2002 - 09/26/2008
CITIGROUP GLOBAL MARKETS INC. (MADISON WI)
IA
Issued 05/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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