Kevin Collard (CRD# 6303958) is an Investment Advisor Representative working at Redhawk Wealth Advisors, Inc. in Bloomington, MN and has over 10 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Redhawk Wealth Advisors | Duluth, MN | Dec 2020 - Current | 3 |
Independent Advisor Alliance, LLC | Duluth, MN | Feb 2018 - Dec 2020 | 2 |
Lpl Financial LLC | Duluth, MN | Dec 2017 - Dec 2020 | 3 |
Tcg Accounting | Duluth, MN | May 2017 - Nov 2017 | < 1 |
Wells Fargo Clearing Services, LLC | Duluth, MN | Nov 2016 - May 2017 | < 1 |
Wells Fargo Bank Na | Duluth, MN | Sep 2010 - May 2017 | 6 |
Wells Fargo Advisors LLC | Duluth, MN | Feb 2014 - Nov 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
S63 | Uniform Securities State Law Examination | Apr 2014 |
- MN
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Total Assets Under Management1,815MILLIONS
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Total Number of Accounts5,408ACCOUNTS
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Average Account Value$335,645
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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