Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Breckenfelder is a financial advisor with Transamerica Retirement Advisors, LLC. Kevin has been in the industry since May 16, 2004. Kevin is registered with the state of Wisconsin and holds a Series 7, Series 63, Series 66, and SIE licenses. Kevin has previously worked at LPL Financial LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., M&I Financial Advisors, Inc, and Thrivent Investment Management Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
01/23/2017 - Present
Transamerica Retirement Advisors, LLC (Cologate WI)
WI
03/10/2015 - 12/13/2016
LPL FINANCIAL LLC (BROOKFIELD WI)
WI
10/01/2012 - 03/11/2015
J.P. MORGAN SECURITIES LLC (PEWAUKEE WI)
WI
04/07/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PEWAUKEE WI)
WI
01/04/2006 - 04/13/2010
M&I FINANCIAL ADVISORS, INC (WEST BEND WI)
MN
04/07/2004 - 01/04/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 04/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Breckenfelder is the right advisor for you? Invested Better is here to help.
