Unclaimed
Kevin Clasen is a financial advisor with over 30 years of experience. Kevin is currently registered with MML Investors Services, LLC and has been with the firm since August 2005. Prior to joining MML Investors Services, LLC, Kevin was employed with Securian Financial Services, Inc. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, and 63 licenses, as well as the SIE designation. Kevin specializes in providing financial advice to individuals, corporations, and other businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IN
04/23/2015 - Present
MML Investors Services, LLC (Indianapolis IN)
MN
03/08/2002 - 08/31/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IN
08/11/1993 - 03/06/2002
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
08/11/1993 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
BC
Issued 06/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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