Kevin Roche, financial advisor Hibbing MN

Kevin Roche

CRD Number: 3271142
Current Firm: Lifemark Securities Corp.

Kevin Roche (CRD# 3271142) is an Investment Advisor Representative working at Lifemark Securities Corp. in Hibbing, MN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Oct 2018 - Current 3
Bridge Financial Services Group Hibbing, MN Mar 2011 - Current 10
Roche Financial Education And Strategies Inc. Hibbing, MN Mar 2011 - Current 10
Tollefson's Retail Group Eveleth, MN Jun 2009 - Current 12
Foresters Equity Services, Inc. Hibbing, MN Jan 2013 - Oct 2018 5
Transamerica Financial Advisors, Inc. Hibbing, MN Mar 2011 - Dec 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S66 NASAA Uniform Combined State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Kevin E. Roche
Phone Number: 585-424-5672
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    202
    MILLIONS
  • Total Number of Accounts
    1,702
    ACCOUNTS
  • Average Account Value
    $118,485
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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