Kevin SchmittCRD Number: 4613900
Current Firm: Honkamp Krueger Financial Services Inc.
Kevin Schmitt (CRD# 4613900) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Dubuque, IA and has over 14 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Steele Capital Management, Inc.
Investments By Design, Inc.
|Honkamp Krueger Financial Services||Dubuque, IA||Feb 2003 - Current||14|
|Proequities, Inc.||Dubuque, IA||Nov 2002 - Current||15|
|Honkamp Krueger||Dubuque, IA||Dec 1984 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
Total Assets Under Management2,334MILLIONS
Total Number of Accounts7,100ACCOUNTS
Average Account Value$328,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI