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Kevin R Pett

Everspire

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About Kevin R Pett

Kevin R Pett is a registered representative with Everspire. Kevin has been in the industry since June 2023. Kevin is registered with the state of Texas. Kevin holds the Series 66 license. Kevin has experience in Financial Planning, portfolio management for individuals and businesses, and educational seminars. Kevin works in the Midvale, UT office of Everspire. Kevin's office is located at 6900 SOUTH 900 EAST SUITE 200. Kevin also has a branch office located at 2449 S Willis St Ste. 106 in Abilene, TX.

Firm Information

Kevin Pett is currently registered with Everspire. Everspire is a Registered Investment Advisor (RIA) based in Midvale, UT, with a team of 15 Investment Advisor Representatives. They manage approximately $156.2 million in assets for individuals, corporations, and high-net-worth clients. They provide financial planning, portfolio management, and educational seminars. Everspire participates in wrap fee programs.
Everspire

6900 SOUTH 900 EAST

MIDVALE, UT 84047

$156.25M

Assets Under Management

Not reported

Total Clients

15

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Wrap fee

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Kevin Pett’s Registration & Firm History

UT

01/23/2025 - Present

Everspire (MIDVALE UT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin R Pett.
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