Kevin Kane, financial advisor Covington KY

Kevin Kane

CRD Number: 1097435
Current Firm: Journey Advisory Group, LLC

Kevin Kane (CRD# 1097435) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Covington, KY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lang Advisors LLC Covington, KY May 2018 - Current 5
Ot: Optimized Transitions, Independent Investment Counsel Annandale, NJ Jun 2016 - May 2018 1
U.s. Bancorp Investments, Inc. Cincinnati, OH Aug 2004 - Jun 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Kevin R. Kane
Phone Number: 859-888-0356
Registered State(s):
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    1,692
    ACCOUNTS
  • Average Account Value
    $600,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, IN, KY, NH, OH, TX, WA

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