Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ronald Manz is a registered representative with Cambridge Investment Research Advisors, Inc. based in Fairfield, IA. Kevin has been in the financial services industry for over 20 years. Kevin holds the Series 7, Series 66 and Series 24 licenses. Kevin has experience with various financial institutions including Cetera Financial Specialists LLC, VSR Financial Services, Inc., Girard Securities, Inc., Investors Capital Corp., and Summit Brokerage Services, Inc. Kevin is also a rental property owner.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
07/20/2015 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
IA
07/09/2015 - 07/20/2015
GIRARD SECURITIES, INC. (WEST DES MOINES IA)
IA
07/09/2015 - 07/20/2015
INVESTORS CAPITAL CORP. (WEST DES MOINES IA)
IA
07/09/2015 - 07/20/2015
SUMMIT BROKERAGE SERVICES, INC. (West Desmoines IA)
IA
07/09/2015 - 07/20/2015
VSR FINANCIAL SERVICES, INC. (West Des Moines IA)
IA
05/11/2012 - 07/20/2015
CETERA FINANCIAL SPECIALISTS LLC (W DES MOINES IA)
IA
12/15/2011 - 07/20/2015
CETERA ADVISOR NETWORKS LLC (W DES MOINES IA)
IA
12/15/2011 - 07/20/2015
CETERA ADVISORS LLC (W DES MOINES IA)
IA
12/15/2011 - 07/20/2015
CETERA INVESTMENT SERVICES LLC (W DES MOINES IA)
IA
05/08/2009 - 12/08/2011
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
09/11/2007 - 05/01/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (DES MOINES IA)
IA
09/11/2007 - 05/01/2009
MULTI-FINANCIAL SECURITIES CORPORATION (DES MOINES IA)
IA
01/01/2004 - 05/01/2009
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
IA
11/28/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 05/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Manz is the right advisor for you? Invested Better is here to help.
