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Kevin Peter Yorgensen

THE Estate Planners Group

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About Kevin Peter Yorgensen

Kevin Yorgensen is an Investment Advisor Representative with THE Estate Planners Group. Kevin Yorgensen is licensed in Florida. Kevin Yorgensen is currently registered in Florida and has a Series 65 license. Kevin Yorgensen has prior experience in the financial services industry.

Firm Information

Kevin Yorgensen is currently registered with THE Estate Planners Group. THE Estate Planners Group, located in Yardley, PA, is a registered investment advisor with $328.6 million in regulatory assets under management. The firm offers financial planning, portfolio management, and educational seminars, primarily to high-net-worth individuals and individuals other than high-net-worth. They also provide advice on insurance products and select other advisors for clients.
THE Estate Planners Group

37 S. DELAWARE AVENUE

YARDLEY, PA 19067

$328.60M

Assets Under Management

4

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on insurance products

Advice on insurance products

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Yorgensen’s Registration & Firm History

FL

01/01/2025 - Present

THE Estate Planners Group (Naples FL)

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Licenses & Designations

IA

Issued 04/09/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Peter Yorgensen.
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