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50,030 Results
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Constellation Wealth Advisors | CFP ® (Certifications)

location

CINCINNATI, OH

0 Disclosures

ADVISOR BIO

Kevin Byrne Thomas is an Investment Advisor Representative registered with Constellation Wealth Advisors. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2014. Kevin has a strong background in financial planning and portfolio management. He has experience working with individuals, families, and businesses. Kevin is passionate about helping his clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

MAI Capital Management, LLC

location

CLEVELAND, OH

0 Disclosures

ADVISOR BIO

Kevin Zduriencik is an Investment Advisor Representative at MAI Capital Management, LLC, a firm that provides investment advisory services to individuals, corporations, and other institutions. Kevin has been working in the financial services industry since 1990, and has experience in a variety of areas, including fixed insurance sales, sale of non-variable insurance, and investment management. Kevin has been with MAI Capital Management, LLC since June 2024. Previously, Kevin was employed by WCG Wealth Advisors, LLC in New Castle, Pennsylvania. He is registered with the Securities and Exchange Commission (SEC) and holds several industry certifications, including the Series 6, Series 63, and Series 65 licenses. Kevin is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
DUE DILIGENCE/RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Crescat Portfolio Management LLC

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Kevin Clark Smith is a registered investment advisor in Colorado and Texas. Kevin has been in the financial services industry since 1992 and has been with Crescat Portfolio Management LLC since 2006. Kevin is a licensed investment adviser representative with Crescat Portfolio Management LLC. Kevin has experience with high-net-worth individuals, other investment advisors, and pooled investment vehicles. Kevin is an experienced investment professional with over 30 years of experience.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Zacks Investment Management, Inc.

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kevin J Graham is an investment advisor representative associated with Zacks Investment Management, Inc. located in Chicago, Illinois. Kevin J Graham has been in the securities industry since April 3, 2017 and holds a Series 63, Series 65, Series 7 and SIE licenses. Kevin J Graham has previous experience at HALO SECURITIES, LLC, E*TRADE SECURITIES LLC, and LBMZ SECURITIES, INC..

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Kevin Paulson is an investment advisor representative with Nuveen Asset Management, LLC. Kevin has been in the industry since November 2009. Kevin has a Series 65 license and is registered in Illinois.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP

location

DENVER, CO

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Warner Jones is a registered investment advisor representative with Alliancebernstein LP, a firm that manages more than $50 billion in assets. Kevin Warner Jones has been in the financial services industry since 2001 and has a broad range of experience in the industry. Kevin Warner Jones provides asset allocation, financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Kevin Warner Jones is also an active member of the financial community and regularly publishes periodicals. Kevin Warner Jones can be reached at the Denver, Colorado office of Alliancebernstein LP.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

CARLSBAD, CA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Kevin James Radcliffe is a financial advisor with over 27 years of experience in the industry. Kevin Radcliffe is currently registered with Stifel, Nicolaus & Company, Inc. in Carlsbad, CA. Prior to Stifel, Nicolaus & Company, Inc., Kevin Radcliffe was a registered representative at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc.. Kevin Radcliffe holds the Series 63, Series 65, Series 7 and SIE licenses. Kevin Radcliffe is also a Certified Financial Planner. Kevin Radcliffe has worked in Carlsbad, CA for over 20 years.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kayne Anderson Rudnick Investment Management, LLC | CFP ® (Certifications)

location

LOS ANGELES, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Patrick O'Regan is a financial professional with over 13 years of experience in the industry. Kevin is currently registered with Kayne Anderson Rudnick Investment Management, LLC in California, Massachusetts, New York, and Rhode Island. Kevin has also worked for firms such as Blackstone Advisory Partners L.P., NGAM Distribution, L.P., Quasar Distributors, LLC, and John Hancock Funds, LLC. Kevin holds the Series 6, 7, 63, 66, 79, and SIE licenses. Kevin is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Racine, WI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kevin J. Newton is a financial advisor with Robert W. Baird & Co. Inc., working out of the Racine, Wisconsin office. Kevin has been working in the financial services industry since March 24, 2017. Prior to joining Robert W. Baird, Kevin was employed at Farmers Financial Solutions, LLC, where he worked from January 30, 2017 until November 30, 2022. Kevin has a strong background in financial services, having passed both the Series 63 and Series 65 exams, as well as a number of other exams including the Series 7TO, SIE and Series 6. Kevin has a wide range of experience in financial services, including portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

LIMA, OH

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Gerald Niekamp is a financial advisor with Stifel, Nicolaus & Company, Inc., working out of the Lima, OH branch office. Kevin has been in the financial industry since 2007. Kevin is licensed in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Michigan, Mississippi, Nebraska, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia and Wisconsin. Kevin holds the Series 7 and 66 licenses as well as the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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