Years of Experience
5-20+ Years
ANN ARBOR, MI
24 Years Experience
1 Disclosures
ADVISOR BIO
Kevin Ackroyd is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the financial services industry for over 20 years. Kevin has passed the Series 7, Series 65, and Series 66 exams. Kevin is currently registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Indiana, Michigan and Texas. Kevin is also a Registered Investment Advisor in Indiana, Michigan and Texas. Kevin has a broad base of experience in the financial services industry including experience with Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, NA. Kevin has a strong understanding of the financial markets and can provide investment advice and services to a wide range of clients. Kevin is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
ANN ARBOR, MI
23 Years Experience
1 Disclosures
ADVISOR BIO
Kevin Christopher O'Neill is a financial advisor with SPC. Kevin has been in the industry since October 19, 2001, and holds a Series 7 and Series 66 license. He is a Certified Financial Planner and provides financial planning, pension consulting, and educational seminars. Kevin also offers consultation services, and the selection of other advisors.
SPECIALIZATIONS
ANN ARBOR, MI
0 Disclosures
ADVISOR BIO
Kevin McVeigh is an Investment Advisor Representative at Exchange Capital Management Inc. located in Ann Arbor, Michigan. Kevin has been in the industry since 1986 and has extensive experience in providing investment advice to individuals and businesses. Kevin is a Chartered Financial Analyst (CFA). Kevin is registered in Michigan as an Investment Advisor Representative. Kevin is a licensed representative of Exchange Capital Management Inc.
SPECIALIZATIONS
Ann Arbor, MI
7 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Lee Shettler is a registered investment advisor representative at State Farm Investment Management Corp. Kevin has been in the financial services industry since 2015. Kevin has passed Series 6, 63, 65 and SIE exams. Kevin is registered in Michigan, Ohio and Wisconsin. The firm's main office is in Bloomington, Illinois.
SPECIALIZATIONS
Ann Arbor, MI
25 Years Experience
4 Disclosures
ADVISOR BIO
Kevin John Curry is a registered investment advisor representative with Morgan Stanley. He has been in the industry since September 13, 1999. He has passed Series 63, 65 and 7 exams, as well as the SIE and Series 31 exams. Kevin John Curry holds registrations in 33 states and is active in the securities and investment advisory fields.
SPECIALIZATIONS
Ann Arbor, MI
0 Disclosures
ADVISOR BIO
Kevin Rogan is an investment advisor representative at Commonwealth Financial Network. Kevin Rogan has been in the industry since June of 2006 and currently holds licenses to provide investment advice in Michigan. Kevin Rogan's specialties include portfolio management for individuals and businesses, financial planning, and educational seminars.
SPECIALIZATIONS
Ann Arbor, MI
0 Disclosures
ADVISOR BIO
Kevin Beazley is an Investment Advisor Representative at Foguth Wealth Management, LLC, and has been in the industry since June 2020. Kevin is registered with the state of Michigan as an Investment Advisor Representative. Kevin is also a licensed Independent Insurance Agent with a focus on insurance and fixed annuity sales. Kevin's primary focus is providing financial planning and investment advice to individuals and businesses. Kevin is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
SPECIALIZATIONS
Ann Arbor, MI
16 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Murphy is a financial advisor with Commonwealth Financial Network. Kevin has been in the financial services industry since 2008. Kevin holds the Series 63, Series 65, Series 7, and SIE licenses. Kevin is registered to provide investment advice in 12 states, including California, Florida, Illinois, and Massachusetts. Kevin is an experienced financial advisor with a focus on providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Kevin is committed to providing his clients with personalized financial advice that meets their individual needs.
SPECIALIZATIONS
ANN ARBOR, MI
30 Years Experience
0 Disclosures
ADVISOR BIO
Kimberly Scott is a financial advisor with over 30 years of experience in the industry. Kimberly holds Series 7, 63, and SIE licenses and is registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Kimberly provides a range of services, including portfolio management, financial planning, pension consulting, and educational seminars. Kimberly is also registered in 31 states as a broker.
SPECIALIZATIONS
ANN ARBOR, MI
30 Years Experience
0 Disclosures
ADVISOR BIO
Kimberly Sue Jones has been in the financial services industry since 1995. Currently, Kimberly is a registered representative and investment advisor representative with SPC, a firm based in Ann Arbor, Michigan. Kimberly is licensed to provide securities and investment advisory services in the state of Michigan. Before working at SPC, Kimberly worked for Concorde Investment Services, LLC, Equitas America, LLC, H&R Block Financial Advisors, Inc., and Ascend Financial Services, Inc. Kimberly's experience includes providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
SPECIALIZATIONS
