Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Pomerenke is a financial advisor who has been working in the industry since 1986. Currently, Kevin is registered with Piper Sandler & Co. in Minneapolis, Minnesota. Kevin has also been registered with firms such as U.S. Bancorp Investments, Inc., Marquette Financial Group, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, Dougherty Summit Securities LLC, FSI Financial Corporation, Miller, Johnson & Kuehn, Incorporated, McClees Investments, Inc., Miller & Schroeder Financial, Inc., IDS Marketing Corporation, and Offerman & Co., Inc. Kevin is a Series 7, 63, 24, 4, 53, 55, 99TO, and 57TO licensed professional.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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
MN
06/02/2008 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
MN
02/20/2003 - 10/04/2007
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
09/02/1999 - 06/04/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MN
03/30/1999 - 08/23/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/30/1999 - 08/23/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/14/1992 - 10/29/1998
DOUGHERTY SUMMIT SECURITIES LLC (MINNEAPOLIS MN)
NA
09/04/1991 - 12/09/1991
FSI FINANCIAL CORPORATION
MN
07/17/1989 - 11/12/1991
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
NA
04/20/1989 - 07/18/1989
MCCLEES INVESTMENTS, INC.
NA
03/25/1986 - 04/28/1989
MILLER & SCHROEDER FINANCIAL, INC.
NA
06/13/1985 - 02/28/1986
IDS MARKETING CORPORATION
NA
03/27/1984 - 05/22/1985
OFFERMAN & CO., INC.
BOTH
Issued 05/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/21/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/07/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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