Kevin Marso (CRD# 6857826) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Humboldt, IA and has over 6 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 4198301
Lpl Financial LLC
CRD# 2240774
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hk Financial Services, Inc. | Dubuque, IA | Sep 2017 - Current | 6 |
| Erpelding, Voigt & Company, LLP | Humboldt, IA | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- IA
-
Total Assets Under Management6,377MILLIONS
-
Total Number of Accounts12,286ACCOUNTS
-
Average Account Value$519,058
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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